Firm
Kaul Financial Solutions
Satellite Beach, Florida
Fee-only
Kaul Financial Solutions at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Satellite Beach, Florida |
|---|---|
| Website | kaulfinancialsolutions.com |
| [email protected] | |
| Phone | (321) 219-9251 |
Kaul Financial Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"without managing any investment assets—meaning there's no minimum asset requirement to work with me." source
"Kaul Financial Solutions | Advice-Only Hourly Tax and Financial Planning" source
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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 334875 |