Kuyrkendall Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Kuyrkendall Capital bills

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

• “Clients may terminate the agreement without penalty for a full refund of KUY's fees within five business days of signing the Investment Advisory Contract.”
• “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 KUY's fees within five business days of signing the Investment Advisory Contract.”

How Kuyrkendall Capital’s fees compare

• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Kuyrkendall Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

12

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$4,505,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337776

Website

kuyrkendallcapital.com (opens in new tab)

Phone

(772) 919-5768

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500
• Montello Wealth Management, Inc.Palm Beach Gardens$150/hr

Compare all 18 planners in Palm Beach Gardens