Advantage Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“A fee of $250 per hour will be charged to clients engaged in an hourly financial planning arrangement.”

Flat or project fee

$25,000

“The minimum fee is $1,500, and the maximum fixed fee is $25,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advantage Investment Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our annual fee is prorated and charged quarterly, in arrears, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
• “Accounts initiated or terminated during a calendar will be charged a prorated fee based on the days the Client account was open during that quarter.”
• “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Advantage Investment Management’s fees compare

• Its hourly rate of $250 matches the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 3 of the 10 other planners in Louisville that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the Kentucky median of $3,000. 94% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 8 of the 10 other planners in Louisville that publish a flat or project fee charge less.

About Advantage Investment Management

• Firm size: 10 employees.
• Registered as an adviser: 2022 (4 years).

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

1.25% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

353

Employees

10

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting

Assets managed

$215,376,210

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146493

Website

linkedin.com/company/11051983 (opens in new tab)

Phone

(502) 212-3000

Can advise clients in 7 states: California, Florida, Indiana, Kentucky, New York, Pennsylvania, Texas

Other planners in Louisville that publish fees

• Barlow Wealth Partners, LLCLouisville$150⁠-⁠$750/hr
• Bluegrass Financial Planning, LLCLouisville$120⁠-⁠$180/hr, $480⁠-⁠$750/qtr
• Centerline Wealth Advisors, LLCLouisville$25,000
• Clark Financial PlanningLouisville$5,000/yr
• Family Wealth Planning PartnersLouisville$1,000, $1,000/yr
• Farnsley AdvisorsLouisville$150⁠-⁠$250/hr

Compare all 35 planners in Louisville