Krammer Financial fees and pricing

Published fees

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

Annual fee

$50,000/yr

“The fixed consulting fee depends on the scope and complexity of the Client’s circumstances, will not exceed $50,000 annually, as specified and agreed to in the Agreement before services begin.”

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

How Krammer Financial bills

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

• “Our investment advisory fee is billed quarterly in arrears using the market value of billable Managed Accounts at the close of the last business day of the billing quarter.”
• “Additions and withdrawals during the quarter are reflected in the quarter-end valuation without separate prorated adjustments.”
• “All fees are billed in arrears and payable within 30 days after invoice.”

How Krammer Financial’s fees compare

• Its annual fee of $50,000 is above the Washington median of $7,000. 100% of the 37 other Washington planners that publish an annual fee charge less.

About Krammer Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$800,000 in assets (stated in brochure)

Clients

45

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$70,874,017

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

226712

Website

twitter.com/tedkrammercfp (opens in new tab)

Phone

(425) 968-5382

Can advise clients in 3 states: Minnesota, Texas, Washington

Other planners in Redmond that publish fees

• Firebrand Wealth Management, LLCRedmond$400/hr
• The Retirement Solution LLCRedmond$1,500
• 2020 Financial Planning LLCSeattle$300/hr, $2,500
• A5 Financial LLCBothell$250/hr
• Abacus Financial PlanningKirkland$450/hr
• Adair Wealth ManagementBellevue$2,500

Compare all 4 planners in Redmond