Bluegrass Legacy Planning fees and pricing
Financial planner in Keller, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 3, 2026, Bluegrass Legacy Planning charges $250-$500 an hour, a flat or project fee of $2,000-$25,000, and a monthly fee of $750-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“The negotiated hourly fee for these services is between $250 and $500.”
- Flat or project fee
- $2,000-$25,000
“The negotiated fixed rate for creating client financial plans is between $2,000 and $25,000.”
- Monthly fee
- $750-$5,000/mo
“The negotiated fixed rate for subscription services is between $750 and $5,000 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bluegrass Legacy Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty, for full refund of BGLP’s fees, within five business days of signing the Financial Planning Agreement.”
- “Clients may terminate the agreement without penalty, for full refund of BGLP’s fees, within five business days of signing the Subscription Services Agreement.”
- “Hourly financial planning fees are paid in arrears upon completion.”
How Bluegrass Legacy Planning’s fees compare
- Its hourly rate of $250-$500 spans the Texas median of $275. 76% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$25,000 spans the Texas median of $3,850. 89% of the 401 other Texas planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Bluegrass Legacy Planning
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336386
- Phone
- (817) 854-8833
Other planners in Keller that publish fees
- Keener Financial PlanningKeller$300/hr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$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.