Kotys Wealth Professionals fees and pricing

Financial planner in Valparaiso, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 6, 2026, Kotys Wealth Professionals charges $375 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $375/hr; “FINANCIAL PLANNING and CONSULTING KWP charges an hourly fee of $375 for financial planning and consulting.”

Payment and refund terms, quoted from the fee section of the brochure.

“For account deposits, these fee adjustments are prorated based on the date on which KWP began managing the deposited assets.”
“For account withdrawals, the fee adjustment is prorated based on the date of the withdrawal.”
“When KWP bills its fee in advance, any applicable fee adjustments are applied at the following billing interval.”

Its hourly rate of $375 is above the Indiana median of $250. 87% of the 119 other Indiana planners that publish an hourly rate charge less.
2 of the 2 other planners in Valparaiso that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 321
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $308,018,184
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168156
Website: kotyswealthpro.com (opens in new tab)
Phone: (219) 465-6924

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.