Natalie M. Kassenyeva fees and pricing
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Natalie M. Kassenyeva charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“If the project requires less than 20 hours of work then the client will be charged an hourly fee of $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Natalie M. Kassenyeva bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are payable quarterly or upon the completion of the project if billed on hourly basis.”
- “The client might select between billing in advance or in arrears.”
- “If billing in advance, Advisor may be eligible for a return of any unearned fees on a pro-rated basis.”
How Natalie M. Kassenyeva’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- 19 of the 67 other planners in Houston that publish an hourly rate charge less.
About Natalie M. Kassenyeva
“Kassenyeva, CFA, PRM, PMP (Advisor) provides investment advice which includes financial planning and investment consulting.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- 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
- Minimum
- $5,000 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158740
- Phone
- (713) 784-2043
Other planners in Houston that publish fees
- Abundo WealthHouston$199/mo
- Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
- Alteris Capital Partners, LLCHouston$5,000-$25,000
- Analog Capital Ai, LLCHouston$250-$450/hr
- Analog Capital Partners LLCHouston$3,000, $1,188/yr
- Aquinas Advisors, LLCHouston$250/hr, $5,000
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.