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
Website
kranefinancialsolutions.com (opens in new tab)
Phone
(310) 989-0934

Can advise clients in 5 states: California, Illinois, Louisiana, New York, Texas

Other planners in Calabasas that publish fees

Compare all 9 planners in Calabasas

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.