KRM Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $100 and $500.”

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

How KRM Advisory Services bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KRMASL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KRMASL’s fees, within five business days of signing the Financial Planning Agreement.”

How KRM Advisory Services’ fees compare

• Its hourly rate of $100-$500 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.

About KRM Advisory Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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% a year

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319206

Phone

(480) 203-0279

Can advise clients in 2 states: Arizona, California

Other planners in Vista that publish fees

• Confianza Wealth ManagementVista$3,000
• Pax Horizon Wealth Management, LLCVista$250/hr, $2,000⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 5 planners in Vista