Alpha Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly engagements are billed at an hourly rate of $250 per hour for Partners and $125 per hour for Associates.”

Annual fee

$5,000⁠-⁠$250,000/yr

“Fixed fees can range from $5,000 to $250,000 annually.”

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

How Alpha Financial Partners LLC bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”

How Alpha Financial Partners LLC’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.
• 5 of the 11 other planners in Lexington that publish an hourly rate charge less.
• Its annual fee of $5,000-$250,000 is above the Kentucky median of $5,000. 100% of the 13 other Kentucky planners that publish an annual fee charge less.

About Alpha Financial Partners LLC

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 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% a year

Clients

361

Employees

7

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$459,855,610

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306639

Website

instagram.com/alpha_financial_partners (opens in new tab)

Phone

(859) 785-2660

Can advise clients in 5 states: Illinois, Kentucky, Ohio, Tennessee, Texas

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• 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

Compare all 27 planners in Lexington