Trackside Wealth fees and pricing

Financial planner in Chamblee, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 13, 2026, Trackside Wealth charges an annual fee of $8,400⁠-⁠$24,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $8,400⁠-⁠$24,000/yr; “Financial Planning and Investment Management Trackside Wealth charges a recurring flat, fixed fee of $8,400, $12,000, or $24,000 annually.”

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

“Upon termination of any agreement, the fee will be prorated, and any unearned fee will be refunded to the Client.”
“Fees may be negotiable under limited circumstances at our sole discretion.”
“Trackside Wealth will not bill an amount above $500.00 more than 6 months in advance.”

Its annual fee of $8,400-$24,000 is above the Georgia median of $5,438. 85% of the 47 other Georgia planners that publish an annual fee charge less.

Principal: Kevin Kaspar
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Minimum: No minimum stated in brochure
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: 342750
Website: ridetrackside.com (opens in new tab)
Phone: (404) 729-6017

Is something on this page wrong or out of date?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