Kpoint Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Hourly financial planning services are billed at $400 per hour with a two-hour minimum per engagement ($800).”

Flat or project fee

$800⁠-⁠$16,000

“Fixed-fee arrangements typically range from $800 to $16,000 per engagement.”

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

How Kpoint Capital LLC bills

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

• “Fees are negotiable and outlined in each client’s advisory agreement.”
• “Fees are subject to a perpetual highwater mark, and withdrawals during the fee period are prorated.”
• “We may require an initial deposit of up to $500 at the start of an engagement, with the balance invoiced progressively as work is performed, at agreed milestones, or upon completion, as specified in the client agreement.”

How Kpoint Capital LLC’s fees compare

• Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $800-$16,000 spans the New York median of $4,500. 79% of the 251 other New York planners that publish a flat or project fee charge less.

About Kpoint Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$2,612,708

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333024

Website

kpointcapital.com (opens in new tab)

Phone

(212) 616-3677

Other planners in Manhasset that publish fees

• MSM Financial StrategiesManhasset$250/hr
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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