Krishna Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Financial Planning Hourly fee is $250 per hour, billed in 15-minute increments.”

Flat or project fee

$2,000

“The prices for an initial comprehensive financial plan are determined as follows: · ​ Base Fee: $2,000 8 · ​ Additional complexity fees will apply if the scope of services sought falls outside our normal deliverables during an initial comprehensive plan.”

Monthly fee

$250/mo

“If KWP offers a Client Ongoing Financial Planning without investment management, the price will be $250 per month, paid in advance.”

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

How Krishna Wealth Planning bills

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

• “The annual fees may be negotiable in certain cases.”
• “Fees are prorated and paid in advance on a quarterly basis.”
• “Advisory fees are directly debited from Client accounts, or upon firm approval; the Client may pay by electronic funds transfer, or check.”

How Krishna Wealth Planning’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 3 of the 9 other planners in Mckinney that publish an hourly rate charge less.
• Its flat or project fee of $2,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Mckinney that publish a flat or project fee charge less.

About Krishna Wealth Planning

• Principal: Neil Krishnaswamy
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2019 (7 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

3% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

69

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$37,293,561

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304613

Website

krishnawealth.com (opens in new tab)

Phone

(214) 901-7526

Other planners in Mckinney that publish fees

• Align Financial Advisors, LLCMckinney$250/hr, $10,000
• Ataroke WealthMckinney$300/hr, $250⁠-⁠$20,000
• Cardinal Wealth Management LLCMckinney$200/hr, $150⁠-⁠$450/mo
• Concap LLCMckinney$1,800
• Corus Family Wealth Advisors, Inc.Mckinney$150/hr
• Financial EmpowermentMckinney$500/hr, $1,500⁠-⁠$12,500

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