Krozel Capital Management, LLC fees
Financial planner in Scottsdale, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 30, 2026, Krozel Capital Management, LLC (Scottsdale, AZ) charges a flat or project fee of $7,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change.
- Flat or project fee
- $7,000-
$10,000 Above the Scottsdale median of $6,200; 65% of the 20 other planners in Scottsdale that publish a flat or project fee charge less. Above the Arizona median of $5,125; 79% of the 67 other planners in Arizona charge less.
“Fixed fees range from $7,000 - $10,000 depending on the type of service, complexity and duration of the service provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- 2 employees
How Krozel Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees for asset management services are charged in arrears on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the following quarter.”
- “Fees are negotiable and vary depending upon the complexity of the client situation and services to be provided.”
About Krozel Capital Management, LLC
“Founded in 2015, KCM provides two types of investment advisory services: (1) Investment advice and portfolio management services on a continuing basis and (2) Financial planning and/or consulting services on a fixed basis.”
- Principal: Kaitlin M. Krozel
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 31
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $9.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 30, 2026
- CRD number
- 174813 (opens in new tab)
- Phone
- (480) 702-2301
Registered in 2 states: Arizona, California
Other planners in Scottsdale that publish fees
- Ascension AdvisorsScottsdaleFlat $2,500-$7,500
- Luminvest Wealth Management LLCScottsdaleMonthly up to $200/mo
- Fortitude Family OfficeScottsdaleHourly $270-$600/hr, Annual from $20,000/yr
- Heintz Wealth Management, LLCScottsdaleHourly $250/hr, Annual $5,000-$20,000/yr
- 212 Wealth ManagementScottsdaleHourly $250/hr, Flat up to $5,000
- JB Advisory LLCScottsdaleFlat $400 2023 brochure
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.