Kuhn Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Kuhn charges a one-time upfront fee of $500 for investment advisory clients with portfolios under $500,000.”

Monthly fee

$200⁠-⁠$250/mo

“Thereafter, a fee of $200/month for single individuals or $250/month for couples is charged on a monthly basis.”

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

How Kuhn Advisors, Inc. bills

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

• “Kuhn Advisors bills its clients quarterly in advance based on the market value of managed assets on the last calendar day of the prior quarter according to the following schedule.”
• “In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the unearned portion of the fee is refunded to the client.”
• “If so desired, the client may choose to be billed directly by Kuhn Advisors for its management fees.”

How Kuhn Advisors, Inc.’s fees compare

• Its flat or project fee of $500 is below the North Carolina median of $4,800. 5% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Kuhn Advisors, Inc.

• Firm size: 8 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

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

256

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$800,783,297

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117816

Website

kuhnadvisors.com (opens in new tab)

Phone

(919) 493-3233

Can advise clients in 9 states: California, Colorado, Florida, Maryland, North Carolina, New York, Texas, Utah, Virginia

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham