Kwma fees and pricing

Financial planner in Florence, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 31, 2026, Kwma charges a flat or project fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“We bill for our fees quarterly and they are payable in arrears for Wealth Management and Portfolio Management Clients.”
“Fees can be paid by having them deducted directly from your account or by check.”
“Mutual funds pass these fees and expenses on to investors directly - they are not charged nor billed by us.”

Its flat or project fee of $3,000 matches the Kentucky median of $3,000. 48% of the 33 other Kentucky planners that publish a flat or project fee charge less.

“Sound financial planning services can help clients identify the strengths and weaknesses of their long-term financial health.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2022 (4 years).

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: 14
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed: $4,534,206
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319076
Website: KWMAFINANCE.com (opens in new tab)
Phone: (859) 750-5466

Is something on this page wrong or out of date?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