KQ Wealth Management LLC fees and pricing
Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, KQ Wealth Management LLC charges a flat or project fee of $1,000-$15,000 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.
- Flat or project fee
- $1,000-$15,000
“Our Financial Planning and Consulting fees are calculated and charged on a fixed fee basis, typically ranging from $1,000 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How KQ Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly fee will be disclosed in the Letter of Engagement given to the client for their approval and signature, and will be due and payable as earned.”
- “The balance is due upon completion of the plan.”
- “Financial planning and consulting fees are not negotiable.”
How KQ Wealth Management LLC’s fees compare
- Its flat or project fee of $1,000-$15,000 spans the Oklahoma median of $2,875. 80% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
- 10 of the 12 other planners in Tulsa that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About KQ Wealth Management LLC
- Firm size: 7 employees.
- Registered as an adviser: 1990 (36 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 7
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116901
- Phone
- (918) 743-4284
Other planners in Tulsa that publish fees
- 10Elms LLPTulsa$175/hr, $1,000-$3,000
- Ameritrust Investment Advisors IncTulsa$300/hr, $5,000/yr
- Cadent Capital Advisors, LLCTulsa$250-$350/hr
- Chartmark Investments, Inc.Tulsa$150/hr
- Collective Wealth, LLCTulsa$250/hr
- Cone Wealth ManagementTulsa$250/hr, $500-$1,500
Is something on this page wrong or out of date?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.