Firm
Kairos Asset Advisory
Mobile, Alabama
Fee-only
Kairos Asset Advisory at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 23 individual clients, 9 of them high net worth.
- Its average account is about $351,000 (assets it manages divided by its 53 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Mobile, Alabama |
|---|---|
| Phone | (404) 840-7595 |
Kairos Asset Advisory fees
Kairos Asset Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 14 |
| High-net-worth clients | 9 |
| Accounts managed | 53 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 10, 2023 |
| SEC record | CRD 153218 |