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Get the services you need…
with no caveats.

Your cost is 100% transparent.


Klein Financial Advisors is a fee-only wealth management firm. As a fiduciary, our fees are 100% transparent, so you know exactly what your cost is, how much we make, and the value we provide.

Our services are suitable for individuals with at least $500,000 to invest. We charge an initial fee of $2,200 for initial planning and set up which is due at the start of the engagement. Once your plan is in place, we charge a minimum annual fee of $5,000. Your annual fee is based on your amount of assets under management according to our tiered schedule:

Market Value of PortfolioAnnual Fee
Up to $1,000,0001%
Assets between $1,000,001 and $3,000,000.80%
Assets between $3,000,001 to $5,000,000.60%
Assets above $5,000,000.50%

 

Special pricing for divorce planning services

When you’re facing a divorce, your focus should be on making smart decisions. To keep the process as simple as possible, our Divorce Planning services are priced to meet your unique needs. Following our standard $5,000 retainer, we charge a flat rate of $380/hour, and our minimum fee is $3,500. As always, every charge is fully transparent.

Tax preparation services

We also offer tax preparation services for our advisory clients. Fees are based on the complexity of your return, starting at $350 for basic state and federal returns.

No caveats. No commissions.
Just services rendered for fees paid.

Isn’t that refreshing?