Avant-Garde Wealth fees and pricing
Financial planner in Smiths Grove, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 4, 2026, Avant-Garde Wealth charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“The minimum Ongoing Financial Planning fee is $5,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avant-Garde Wealth’s fees compare
- Its annual fee of $5,000 matches the Kentucky median of $5,000. 46% of the 13 other Kentucky planners that publish an annual fee charge less.
About Avant-Garde Wealth
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3,509,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308170
- Phone
- (270) 883-0155
Can advise clients in 2 states: California, Kentucky
Other planners in Kentucky that publish fees
- Abri LLCLexington$500/hr, $3,000
- Advantage Investment ManagementLouisville$250/hr, $25,000
- Alpha Financial Partners LLCLexington$250/hr, $5,000-$250,000/yr
- Balanced Life PlanningVilla Hills$250/hr
- Ballast, Inc.Lexington$200-$10,000
- Barlow Wealth Partners, LLCLouisville$150-$750/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Is something on this page wrong or out of date?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.