Kitchen Table Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kitchen Table Financial Planning provides wealth management and financial planning services to individual and high-net-worth clients. Offerings include discretionary portfolio management for individual accounts, comprehensive written financial plans, and both project-based and ongoing planning engagements.
The firm’s investment process emphasizes diversified asset allocation guided by modern portfolio theory and fundamental analysis, blending passive and active funds and, where appropriate, individual securities. Portfolios are managed with attention to clients’ goals, risk tolerance and tax considerations, and the firm coordinates with outside professionals as part of ongoing monitoring and implementation.
What is distinctive in the brochure is the fee structure and service mix: the firm is fee-only yet offers both fixed-fee and hourly billing options and includes financial planning at no additional charge for wealth management clients, while also making standalone project-based planning available. The firm highlights services for business owners, employee‑benefits optimization, estate and tax planning, and explicitly discloses that it does not act as a private fund adviser.
Client services
Expertise
Fee options
Fixed fees for project-based financial planning range from $0 to $20,000, depending on complexity and client needs.
Hourly rate is $300 for project-based financial planning.
Fee-only: Initial fees range from $0 to $6,250 for Wealth Management and $900 to $6,250 for ongoing financial planning. Recurring fixed fees range from $300 to $2,083.33 per month or $900 to $6,250 per quarter depending on service complexity and client needs.
Main office
Richmond VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Kitchen Table Financial Planning · Kitchen Table Financial Planning, LLC · Kitchen Table Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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