Vaultis Private Wealth LTD fees and pricing

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

“VPW’s fee for Financial Planning can be either an hourly fee of $250.00 per hour or a flat fee depending on the level or type of financial planning service selected.”

Flat or project fee

$500

“Some flat fee services may require a $500.00 retainer fee.”

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

How Vaultis Private Wealth LTD bills

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

• “Billing VPW’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by VPW on the last day of the previous quarter.”
• “Payment by Check Clients that do not wish to have fees deducted from investment accounts can pay by check.”
• “Clients desiring to pay by check will receive an invoice and will be required to remit payment to VPW.”

How Vaultis Private Wealth LTD’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• 7 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Ohio median of $3,250. 4% of the 199 other Ohio planners that publish a flat or project fee charge less.
• None of the 26 other planners in Cincinnati that publish a flat or project fee charge less.

About Vaultis Private Wealth LTD

• Principal: Keith Kohout
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

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

1.75% a year

Clients

88

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$75,246,657

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288118

Website

vaultis.com (opens in new tab)

Phone

(513) 505-2496

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

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