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Virtual Planning

Financial Planning

Investment Management

401K Consulting

Virtual Planning

Financial Planning

Investment Management

401K Consulting

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Virtual Planning

Folder: Services

Financial Planning

Investment Management

401K Consulting

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KLD Total Wealth Method - Transparent, Fee-Only Pricing

Transparent pricing

See what working together may cost

Answer a few quick questions to receive a personalized estimate for ongoing financial planning and investment management.

1Your plan
2Your assets
3Your estimate

Step 1 of 3

Tell us about your planning needs

Choose the answer that best reflects your current situation.

Household

Single Married

Please choose one option.

Family planning needs

No special-needs planning Special needs

Please choose one option.

Tax situation

Simple 1040 Complex

Complex may include a business, S corporation, or K-1 income.

Please choose one option.

Equity compensation

No Yes

Examples include RSUs, ISOs, ESPP shares, or stock awards.

Please choose one option.

Rental real estate

No investment property One or more investment properties

Please choose one option.

Step 2 of 3

Add the assets you would like help managing

Enter zero if you are not including managed investment assets. Whole-dollar estimates are fine.

Investment assets managed by KLD Brokerage accounts, IRAs, Roth IRAs, and other assets held on the investment platform. $

Your answers stay in this browser and are not submitted or stored.

Step 3 of 3

Your personalized fee estimate

Here is the estimated cost based on the information you provided.

Estimated total

$0/month

$0 per year

Your estimated fee breakdown

Ongoing financial planning: $0/month
Managed investment accounts: $0/month
Tax return preparation: Included

Estimated effective investment-management rate: 0.00%

Your ongoing planning fee is included.

Tax return preparation is included.

Focused planning help

Hourly financial planning is $194.90 per hour.

This option is available for specific questions or limited-scope work outside an ongoing engagement. Hourly work is agreed upon separately in writing.

Ready for a clearer plan?

Let's talk about what matters most to you.

Your exact fee will be confirmed in writing after we review your full situation.

Schedule an initial interview

How this estimate is calculated

Planning is estimated from household status and planning complexity. The minimum planning fee is $200 per month for a single client and $300 per month for a married couple. Investment fees use progressive tiers, which means each portion of assets is charged at the rate for that tier.

1.25% on the first $250,000
1.00% on the next $250,000
0.85% on the next $500,000
0.70% on the next $4,000,000
0.60% on assets above $5,000,000

The separate planning fee is estimated at $0 when KLD manages at least $500,000 on the investment platform.

Tax return preparation is included with an ongoing planning subscription or when KLD manages at least $500,000 on the investment platform.

This calculator provides an estimate for informational purposes only. It is not a quote, offer, financial plan, or advisory agreement. Actual fees depend on the services and complexity agreed upon in writing. Business ownership, separation or divorce, trust work, multiple entities or properties, and other specialized needs may change the final fee. Investment estimates do not include fund expenses, trading costs, custodial charges, or other third-party fees that may apply. Tax return preparation eligibility and scope are confirmed in the written engagement agreement.

No Hidden Fees. No Sales Pitch.

No investment minimums.
No pressure. Cancel anytime.
Just real advice, a long-term partnership, and support you can trust.

Want More Detail?

Explore our articles:
How Much Does Financial Planning Cost? (And Why It’s Worth Every Penny)

Hours

Monday – Friday
9:00 am – 7:00 pm

Saturdays 12:00 pm - 4:00 pm

706 Deerfield Rd.
Lebanon, OH 45036

info@kldwealth.com
(937) 404-5180

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© 2026 All Rights Reserved | KLD Wealth | Privacy Policy | Form ADV | Planner Resources

Advisory services offered through KLD Wealth Management, LLC, an investment adviser registered with the state(s) of Ohio & Kentucky. Advisory services are only offered to clients or prospective clients where KLD Wealth Management, LLC and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.