Kroeger Financial Partners fees and pricing
Financial planner in Grass Valley, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 3, 2026, Kroeger Financial Partners charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Kroeger Financial Partners 7 August 2026 HOURLY FINANCIAL CONSULTING Financial Consulting Services are offered at a rate of $350/hour for consultations with senior advisors, and $250/hour for consultations with junior advisors.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kroeger Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “Accounts opened mid-quarter will be billed when funded at the same blended rate produced by the applicable quarterly invoice, for existing clients, or at the rates specified by the Advisory Agreement, for new clients.”
- “Clients may terminate the agreement within five (5) business days of signing the Investment Advisory Agreement for a full refund and without penalty.”
How Kroeger Financial Partners’ fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
About Kroeger Financial Partners
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 100
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $111,051,159
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175113
- Phone
- (530) 478-9734
Other planners in California that publish fees
- 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
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
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.