Firm
KB Financial Advisors
San Francisco, California
Fee-only
Facts
| Based in | San Francisco, California |
|---|---|
| Website | kbfinancialadvisors.com |
| Phone | (415) 295-2487 |
KB Financial Advisors 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.
| Ongoing planning | From $20,000 a year |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"We charge a percentage of assets under management with a $20,000 annual minimum." source
"We charge a percentage of assets under management with a $20,000 annual minimum." source
"We have an ongoing advisory relationship." 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $115 million |
| Individual clients | 120 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 134374 |