Mitchell Kramer Advisors LLC fees and pricing
Financial planner in Sullivan, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 20, 2024, Mitchell Kramer Advisors LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 20, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“Thereafter, clients may terminate the Investment Advisory Contract immediately upon written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $100.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mitchell Kramer Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are 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 MKA's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of MKA’s fees, within five business days of signing the Financial Planning Agreement.”
How Mitchell Kramer Advisors LLC’s fees compare
- Its hourly rate of $100 is below the Missouri median of $250. None of the 88 other Missouri planners that publish an hourly rate charge less.
About Mitchell Kramer Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332162
- Phone
- (314) 780-7704
Other planners in Missouri that publish fees
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
- Aquilant AdvisorsSt. Louis$250/hr
Is something on this page wrong or out of date?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.