Firm
Kelda Wealth Management
Cuyahoga Falls, Ohio
Fee-only
Kelda Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its website says it's taking new clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cuyahoga Falls, Ohio |
|---|---|
| Website | keldawealth.com |
| [email protected] | |
| Phone | (907) 036-0233 |
Kelda Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | $600,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$2,000 to $5,000" source
"First $1,000,000 1.25%" source
"Minimum portfolio size: $600,000 (may be waived at our discretion)" source
"we offer a one-time financial plan, with a full year of support while you put it to work" 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 · Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 340241 |