Kuleana Capital Management LLC fees and pricing

Financial planner in Free Union, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Kuleana Capital Management LLC charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “The firm charges an hourly rate of $200 for financial planning services.”

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

“Breakdown Performance-Based Fee % Net realized and Unrealized Profits 20 KCM bills our fees on a quarterly basis in arrears although other arrangements may be negotiated with clients.”
“Performance-based fees are billed annually after the close of the year.”
“Moreover, advisors whose clients have signed up for an automatic billing arrangement can have IB send each client an invoice each time a fee is charged.”

Its hourly rate of $200 is below the Virginia median of $260. 15% of the 203 other Virginia planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 28
Employees: 2
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services
Assets managed: $82,621,712
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 287732
Website: kuleanacap.com (opens in new tab)
Phone: (434) 207-2401

Is something on this page wrong or out of date?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.