Firm
KLD Wealth Management
Lebanon, Ohio
Fee-only
KLD Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 23 individual clients, 2 of them high net worth.
- Its average account is about $112,000 (assets it manages divided by its 77 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Lebanon, Ohio |
|---|---|
| Website | kldwealth.com |
| Phone | (937) 404-5180 |
KLD Wealth Management fees
KLD Wealth Management 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 | $9 million |
| Individual clients | 21 |
| High-net-worth clients | 2 |
| Accounts managed | 77 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 330287 |