KV Financial Advice LLC fees
Financial planner in Sandy Springs, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 1, 2026, KV Financial Advice LLC (Sandy Springs, GA) charges a flat or project fee of $1,500-$7,500 and a quarterly fee of $1,500-$15,000 for financial planning.
- Website: kvfinancialadvice.com (opens in new tab)
- Call (770) 697-2150
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change.
- Flat or project fee
- $1,500-
$7,500 Runs from below the Georgia median of $4,125 to above it.
“Fixed fees range between $1,500 to $7,500.”
- Quarterly fee
- $1,500-
$15,000/qtr “Fees are paid quarterly in advance, ranging from $1,500 to $15,000.”
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
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2024 (2 years)
How KV Financial Advice LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The quarterly fee will commence upon delivery of the initial financial plan.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “The annual advisory fee is paid quarterly in advance.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7.6 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 1, 2026
- CRD number
- 331462 (opens in new tab)
- Phone
- (770) 697-2150
Other planners in Sandy Springs that publish fees
- FWI Wealth Management LLCSandy SpringsFlat $3,850
- HC Advisors LLCSandy SpringsHourly $150-$480/hr, Flat $1,500-$4,000
- Transition Planning & Guidance, LLCSandy SpringsHourly $250/hr
- Pearson Investment Management, LLCSandy SpringsHourly up to $200/hr, Flat $1,000-$5,000 2023 brochure
More planners in Georgia that publish fees
- Kindzia InvestmentsJohns CreekHourly $100-$500/hr, Flat $1,000-$150,000
- Cerner Capital Management, LLCSnellvilleHourly $225-$500/hr, Flat $500-$50,000
- Shay Wealth PartnersMariettaHourly $250/hr
- Evans Wealth ManagementDuluthHourly $250/hr
- Mason Wealth StrategiesCummingHourly $200/hr
- Clark Brown, LLCAthensHourly $300/hr, Monthly $199/mo
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.