Krane Financial Solutions fees and pricing
Financial planner in Calabasas, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Krane Financial Solutions charges $200-$1,000 an hour and a flat or project fee of $500-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$1,000/hr
“The Advisor’s hourly fee will be billed in the range of $200 to $1000 per hour depending on the complexity of the project and the individual circumstances of the client and are negotiated and agreed upon by the parties in advance.”
- Flat or project fee
- $500-$40,000
“Krane Financial Solutions Page 9 The fixed fee ranges from $500 to $40,000 and will be charged either as a one-time fee or as an annual retainer depending on the complexity of the project and the individual circumstances of each client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Krane Financial Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event that our services are terminated any time during a quarter, our investment management fee shall be prorated through the date of termination as defined in the Agreement and any pre-paid unearned fees will be refunded to the client.”
- “Hourly fee-based clients are billed monthly upon completion of work performed during each month and will receive an invoice from the Advisor, unless a different fee payment arrangement has been agreed upon between the client and Krane Financial.”
- “Fixed fee clients will receive an invoice from the Advisor unless a different fee payment arrangement has been agreed upon between the client and Krane Financial.”
How Krane Financial Solutions’ fees compare
- Its hourly rate of $200-$1,000 spans the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Calabasas that publish an hourly rate charge less.
- Its flat or project fee of $500-$40,000 spans the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Calabasas that publish a flat or project fee charge less.
About Krane Financial Solutions
- Firm size: 4 employees.
- Registered as an adviser: 2010 (16 years).
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
- 1.5% a year
- Clients
- 167
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $294,971,249
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153594
- Phone
- (310) 989-0934
Can advise clients in 5 states: California, Illinois, Louisiana, New York, Texas
Other planners in Calabasas that publish fees
- Ares Financial Consulting LLCCalabasas$500/hr, $25-$250/qtr
- Fidela WealthCalabasas$300/hr
- Mari Legacy Group, LLCCalabasas$350/hr, $20,000
- Morton WealthCalabasas$350/hr, $6,000
- Triagen Wealth Management LLCCalabasas$3,600/yr
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.