PlannerFees

Barlow Wealth Partners, LLC fees and pricing

Financial planner in Louisville, Kentucky. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 2, 2026, Barlow Wealth Partners, LLC charges $150⁠-⁠$750 an hour for financial planning.

Published fees

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

Hourly rate
$150⁠-⁠$750/hr
“Hourly rates may generally range from $150 to $750 per hour.”

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

How Barlow Wealth Partners, LLC bills

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

  • “Clients receiving similar services may be billed at different rates as fees are negotiable and/or dependent upon the specific nature of the agreement.”
  • “The fee is billed in advance on a monthly basis, as described above in Item 5.A.”
  • “Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, depending on the terms of the retirement plan advisory agreement.”

How Barlow Wealth Partners, LLC’s fees compare

  • Its hourly rate of $150-$750 spans the Kentucky median of $250. 94% of the 36 other Kentucky planners that publish an hourly rate charge less.
  • 9 of the 10 other planners in Louisville that publish an hourly rate charge less.

About Barlow Wealth Partners, LLC

“Barlow Wealth Partners provides investment advisory services to individuals, including high net worth individuals, and entities, including family offices, trusts, estates, private foundations, charities, small businesses, and pension and retirement/profit-sharing plans, on a fee-only basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 6 employees.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting
  • Charitable giving

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
403
Employees
6
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$1,351,891,275
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
325308
Website
barlowwealth.com (opens in new tab)
Phone
(502) 308-4270

Can advise clients in 12 states: California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, New Hampshire, Ohio, South Carolina, Texas, Virginia

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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.