Abri LLC fees and pricing
Financial planner in Lexington, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 28, 2026, Abri LLC charges $500 an hour, a flat or project fee of $3,000, and a monthly fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial consulting hourly engagements are provided at an hourly rate of $500.”
- Flat or project fee
- $3,000
“New Ongoing Wealth Management clients pay a one-time onboarding planning fee of $3,000 at the start of the engagement.”
- Monthly fee
- $1,000-$10,000/mo
“The monthly flat fee ranges between approximately $1,000 and $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Abri LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee can be paid via direct deduction from the client’s custodial account, ACH or via credit/debit card and may be negotiable.”
- “The initial management fee will be prorated based upon the number of days the account was open during the month.”
- “Fees for our one-time financial consulting projects and financial consulting hourly engagement may be paid via ACH, debit or credit card and collected at engagement.”
How Abri LLC’s fees compare
- Its hourly rate of $500 is above the Kentucky median of $250. 97% of the 36 other Kentucky planners that publish an hourly rate charge less.
- 11 of the 11 other planners in Lexington that publish an hourly rate charge less.
- Its flat or project fee of $3,000 matches the Kentucky median of $3,000. 48% of the 33 other Kentucky planners that publish a flat or project fee charge less.
- 4 of the 6 other planners in Lexington that publish a flat or project fee charge less.
About Abri LLC
“We provide financial planning that involves a review of your financial situation, goals, and risk tolerance.”
- Firm size: 8 employees.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Tax planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 271
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $114,386,423
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314832
- Phone
- (859) 636-6140
Can advise clients in 10 states: California, Illinois, Indiana, Kentucky, Michigan, Ohio, Tennessee, Texas, Washington, Wisconsin
Other planners in Lexington that publish fees
- Alpha Financial Partners LLCLexington$250/hr, $5,000-$250,000/yr
- Ballast, Inc.Lexington$200-$10,000
- Blue Castle WealthLexington$125/hr, $250-$2,500
- Context Financial LLCLexington$150-$250/hr, $500-$4,000
- Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500-$5,000
- Equity Advisors of Kentucky IncLexington$35-$100/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.