PlannerFees

Kovalcik & Geraghty Wealth Partners LLP fees and pricing

Financial planner in Upper Arlington, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 1, 2026, Kovalcik & Geraghty Wealth Partners LLP charges $425 an hour, a flat or project fee of $2,500⁠-⁠$10,000, and a quarterly fee of $1,562 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$425/hr
“Alternatively, KGWP may charge a $425 hourly rate for such services.”
Flat or project fee
$2,500⁠-⁠$10,000
“A one-time fee for the construction of an initial comprehensive financial plan generally ranges from $2,500 - $10,000, depending on the complexity of the client's financial and personal situation and the depth of the analysis.”
Quarterly fee
$1,562/qtr
“The annual asset-based fee is paid quarterly in advance, and the minimum quarterly fee is $1,562.50.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kovalcik & Geraghty Wealth Partners LLP bills

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

  • “One half of the total estimated fixed and hourly fees are due and payable at the time the client’s agreement is executed, the remainder of the fees are due upon presentation of a plan.”
  • “In the event a client cancels the financial planning agreement under which any plan is being created, the client shall be billed for actual hours logged on the planning project times the agreed upon hourly rate.”
  • “When an account is opened, the asset-based fee is billed for the remainder of the current billing period and is based on the initial contribution.”

How Kovalcik & Geraghty Wealth Partners LLP’s fees compare

  • Its hourly rate of $425 is above the Ohio median of $250. 88% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Upper Arlington that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Ohio median of $3,250. 75% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 1 of the 3 other planners in Upper Arlington that publish a flat or project fee charge less.

About Kovalcik & Geraghty Wealth Partners LLP

“Discretionary Non-Discretionary Total Accounts: Accounts: Accounts: 658 29 687 Assets: $ 297,962,734 Assets: $ 1,180,195 Assets: $ 299,142,929 Types of Services Financial Planning KGWP offers financial planning services, which begins by identifying goals in three core areas: family, charitable and career.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2005 (21 years).

Planning areas mentioned in the brochure

  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Minimum
$1,000,000 in assets (stated in brochure)
Clients
277
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$299,142,929
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
159811
Website
kgwpsouth.com (opens in new tab)
Phone
(614) 222-4888

Can advise clients in 5 states: Florida, Ohio, Pennsylvania, South Carolina, Texas

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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.