Bloom Financial LLC fees and pricing
Financial planner in Lagrange, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Bloom Financial LLC charges an annual fee of $2,000-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$8,000/yr
“Ongoing Financial Planning Ongoing Financial Planning Services are offered based on an annual flat fee of $2,000$8,000/year, based on complexity of the Client situation, payable Quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bloom Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are - 3- billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Bloom Financial LLC’s fees compare
- Its annual fee of $2,000-$8,000 spans the Kentucky median of $5,000. 46% of the 13 other Kentucky planners that publish an annual fee charge less.
About Bloom Financial LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2026.
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
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337875
- Phone
- (502) 444-5432
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
- Avant-Garde WealthSmiths Grove$5,000/yr
- Balanced Life PlanningVilla Hills$250/hr
- Ballast, Inc.Lexington$200-$10,000
Is something on this page wrong or out of date?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.