Paraklete Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$200,000

“Our annual fee (flat/fixed) for our financial planning services ranges from $3,000 to $200,000.”

Annual fee

$3,000⁠-⁠$150,000/yr

“After the first 12 months, the annual fee is reassessed and ranges from $3,000 to $150,000, which will be invoiced in advance on a quarterly basis and subject to an amended agreement.”

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

How Paraklete Financial, Inc. bills

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

• “Acceptable forms of payment include personal check and ACH.”
• “Paraklete® will issue an invoice for the second installment 90 calendar days after the client’s initial engagement of Paraklete®.”
• “Paraklete® will issue an invoice for the third installment 210 calendar days after the client’s initial engagement of Paraklete®.”

How Paraklete Financial, Inc.’s fees compare

• Its flat or project fee of $3,000-$200,000 spans the Georgia median of $5,000. 100% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Kennesaw that publish a flat or project fee charge less.
• Its annual fee of $3,000-$150,000 spans the Georgia median of $5,438. 100% of the 47 other Georgia planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Paraklete Financial, Inc.

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Early retirement / FIRE

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

69

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

142323

Website

parakletefinancial.com (opens in new tab)

Phone

(678) 290-3930

Can advise clients in 11 states: Alaska, Arkansas, Arizona, California, Colorado, Florida, Georgia, Louisiana, North Carolina, Tennessee, Virginia

Other planners in Kennesaw that publish fees

• Brightedge Wealth ManagementKennesaw$125/hr
• Henssler FinancialKennesaw$5,000
• Parrish Capital, LLCKennesaw$75⁠-⁠$450/hr, $2,500⁠-⁠$20,000
• Unity Financial Planning Group LLCKennesaw$50/mo

Compare all 7 planners in Kennesaw