Flat fee financial advisors in Kentucky
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Kentucky is $3,000, from 34 firms that filed as flat fee financial advisors and list a price. The middle half charge $1,375-$7,663. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,000 | $1,375-$7,663 | 34 firms |
Flat fee financial advisors in Kentucky and their published fees
34 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Ballast, Inc.Lexington | Not published | $200-$10,000 | Not published |
| Blue Castle WealthLexington | $125/hr | $250-$2,500 | Not published |
| The Prosperity PeopleBellevue | Not published | $300-$15,000 | Not published |
| Owen Larue Financial GroupElizabethtown | $325/hr | $325-$15,000 | Not published |
| Federal Hill Capital ManagementBardstown | $150/hr | $450 | Not published |
| Profolio Investments, Inc.Union | Not published | $450 | Not published |
| Context Financial LLCLexington | $150-$250/hr | $500-$4,000 | $150-$200/mo |
| E2 Financial Services, LLCSouthgate | Not published | $500 | Not published |
| Hannegan Wealth Management, LLCEdgewood | $250/hr | $500-$4,500 | $250-$750/mo |
| J. Hagan Capital, Inc.Louisville | $350/hr | $500 | Not published |
| Journey Advisory Group, LLCCovington | $200/hr | $500-$5,000 | Not published |
| Key Financial Advisors LLCOwensboro | $125/hr | $500 | $200/mo |
| Prosperity Asset Management, LLCLouisville | Not published | $500 | Not published |
| Retirement Planning Solutions, LLCLouisville | Not published | $500-$10,000 | $1,200-$4,800/yr |
| Vermillion Private WealthLexington | Not published | $500-$2,500 | Not published |
| BLVD Private Wealth, LLCProspect | Not published | $1,000-$25,000 | Not published |
| Corley Capital LLCBrandenburg | Not published | $1,000 | Not published |
| Family Wealth Planning PartnersLouisville | Not published | $1,000 | $1,000/yr |
| Jennings & Associates Financial Advisors, LLCPaducah | $100-$500/hr | $1,000-$30,000 | Not published |
| KPP Advisory Services LLCLouisville | $200-$300/hr | $1,000-$10,000 | Not published |
| Lanier Asset Management, LLCLouisville | Not published | $1,000-$2,500 | Not published |
| Magnate Advisory Services, LLCLouisville | Not published | $1,500-$5,000 | Not published |
| Principled Wealth Advisors, LLCCovington | Not published | $2,000-$30,000 | Not published |
| Kinson Wealth Group LLCLouisville | $300-$700/hr | $2,400-$30,000 | $200-$2,500/mo |
| Crimson Oak Wealth Management, LLCLexington | $350/hr | $2,500-$5,000 | Not published |
| Itrust Asset Management, LLCLexington | $250/hr | $2,500 | Not published |
| Tenet Portfolio ManagementNicholasville | $200-$550/hr | $2,500-$15,000 | $150-$1,000/mo |
| Townsend Financial PlanningMt. Sterling | Not published | $2,650 | Not published |
| Abri LLCLexington | $500/hr | $3,000 | $1,000-$10,000/mo |
| KwmaFlorence | Not published | $3,000 | Not published |
| Legacy Financial Advisors, Inc.Covington | Not published | $5,000 | Not published |
| Advantage Investment ManagementLouisville | $250/hr | $25,000 | Not published |
| Centerline Wealth Advisors, LLCLouisville | Not published | $25,000 | Not published |
| Mercurio Wealth AdvisorsLouisville | $250/hr | $25,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (63)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Alpha Financial Partners LLC, Lexington
- Avant-Garde Wealth, Smiths Grove
- Balanced Life Planning, Villa Hills
- Barlow Wealth Partners, LLC, Louisville
- Bloom Financial LLC, Lagrange
- Bluegrass Financial Planning, LLC, Louisville
- Clark Financial Planning, Louisville
- Clear Trace, LLC, Pewee Valley
- Equity Advisors of Kentucky Inc, Lexington
- Fenwick Financial, New Haven
- Fire Wealth Management, LLC, Mayfield
- Invest Inc., Lexington
- Keystone Financial Group, LLC, Lexington
- Lach Financial, Louisville
- Life Advisors Financial Planning and Wealth Management, LLC, Munfordville
- Lightpath Wealth & Tax Advisors, Prospect
- MC Financial Services, Inc., Louisville
- Meridian Wealth Management, LLC, Lexington
- Moneywatch Advisors, Inc., Lexington
- Pillar Financial Advisors, LLC, Louisville
- Plentiful Wealth, LLC, Louisville
- Proactive Advisors, LLC, Lexington
- Saecula Wealth LLC, Georgetown
- T.k.m. Financial Services, LLC, Louisville
- Van Leeuwen Retirement & Investment Services, Richmond
- Wrightpoint Wealth, Louisville
- Atlas Brown, Louisville
- BBFN Wealth Management LLC, Lexington
- Beacon Asset Management, Owensboro
- Belle Trace Financial Planning, Louisville
- Blacksummit Financial Group, Inc., Nicholasville
- BRK Wealth Management LLC, Lexington
- Carriage House Planning LLC, Fisherville
- Castellan, Louisville
- Coats Financial Planning, Louisville
- Dmlo Wealth Planning, LLC, Louisville
- Essa Financial LLC, Louisville
- Fortress Financial Partners, Florence
- Four Quarters Capital, Lexington
- FWG Investments, LLC, Lexington
- Geiser Wealth Planning, LLC, Lexington
- Guidance Capital, Inc., Louisville
- High Knoll Wealth Advisors, LLC, Lexington
- Inspire Private Wealth Management, Louisville
- Investments & Financial Planning, LLC, Lexington
- Journey Financial Management, LLC, Bowling Green
- Legacy Financial Independent Advisors LLC, Louisville
- LFG Wealth Partners, LLC, Elizabethtown
- Lifetime Wealth Design LLC, Louisville
- Lively Financial LLC, Newport
- Lloyd Financial Group LLC, Union
- Lockshield Partners, Inc., Glasgow
- MCF Advisors, LLC, Lexington
- Moneywise, Inc., Lexington
- Paragon Private Wealth Management LLC, Lexington
- Pivot Point Wealth Planning, Brandenburg
- Pulse Wealth, Lexington
- Q2 Wealth Management, Lexington
- Ricketts Financial, LLC, Louisville
- Saling Wealth Advisors, Louisville
- Spectrum Financial Alliance, LTD., L.L.C., Nicholasville
- Trella Wealth, Bowling Green
- Warren Wealth Management & Tax Planning Inc., Louisville