KeatsConnelly charges fixed fees for financial planning services, with 50% due upfront and 50% upon completion. Fees are retainer-based and adjusted based on the complexity of the client's situation and the services required. Hourly consulting, if offered to non-clients, is $450 per hour with a one-hour minimum. They do not charge fees for educational seminars. They may receive referral fees from independent RIAs, up to 15% of the advisory management fee you pay to the Independent RIA.