Kobata Financial provides financial planning services to individuals, families, and businesses. They offer both comprehensive financial plans covering various aspects of finance and modular plans focused on specific areas like retirement or investments. Kobata Financial does not manage investments directly, but can assist with implementing plans through Nelson Kobata's affiliation with LPL Financial.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Kobata Financial offers financial planning services at an hourly rate or a flat fee:
- Hourly rate: $125 per hour
- Flat fee: Ranges from $250 to $2500, depending on the complexity of the client's situation.
One-Time Plan:$250 - $2,500
Hourly Rate:$125/hr
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