Bluegrass Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$120⁠-⁠$180/hr

“Fees for financial planning and investment advisory services are based on a rate of $120 to $180 per hour, billed in six-minute increments.”

Quarterly fee

$480⁠-⁠$750/qtr

“The fee for the retainer option typically runs between $480 per quarter, or $1920 per year, to $750 per quarter, or $3000 per year, but may be more if complex multiple or very large accounts are involved.”

Annual fee

$1,920⁠-⁠$3,000/yr

From the same sentence as above.

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

How Bluegrass Financial Planning, LLC bills

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

• “The balance of fees due are payable immediately upon presentation of the plan or advice to the Client.”
• “The Client is responsible for the actual work performed after this date and will be invoiced for any time charges incurred by the firm in the preparation of their plan.”
• “Advisory fees are normally directly debited from client accounts; however, clients have the option to pay the fee by check.”

How Bluegrass Financial Planning, LLC’s fees compare

• Its hourly rate of $120-$180 is below the Kentucky median of $250. 19% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 1 of the 10 other planners in Louisville that publish an hourly rate charge less.
• Its annual fee of $1,920-$3,000 is below the Kentucky median of $5,000. 23% of the 13 other Kentucky planners that publish an annual fee charge less.
• 2 of the 5 other planners in Louisville that publish an annual fee charge less.

About Bluegrass Financial Planning, LLC

• Principal: Andrew Sloan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Founded: 2013 (13 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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

Minimum

$160 minimum fee (stated in brochure)

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$61,185,055

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

169515

Website

bluegrassfinancialplanning.com (opens in new tab)

Phone

(502) 873-7526

Can advise clients in 2 states: Indiana, Kentucky

Other planners in Louisville that publish fees

• Advantage Investment ManagementLouisville$250/hr, $25,000
• Barlow Wealth Partners, LLCLouisville$150⁠-⁠$750/hr
• 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

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