BLVD Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$25,000

“(*The daily rate is calculated by dividing the quarterly asset-based fee rate by the number of days in the quarter) Financial Planning Fees Fixed Fees The negotiated fixed fee for creating client financial plans is between $1,000 and $25,000. 6 The fee will be based on the Firm’s time, services provided and the…”

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

How BLVD Private Wealth, LLC bills

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

• “These fees are negotiable, and the final fee schedule is attached as an Exhibit of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of BLVD's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of BLVD’s fees, within five business days of signing the Financial Planning Agreement.”

How BLVD Private Wealth, LLC’s fees compare

• Its flat or project fee of $1,000-$25,000 spans the Kentucky median of $3,000. 82% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About BLVD Private Wealth, LLC

• Firm size: 3 employees.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

137

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$220,351,220

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310682

Website

linkedin.com/in/chrisbrady-blvd (opens in new tab)

Phone

(502) 805-5820

Can advise clients in 4 states: Florida, Indiana, Kentucky, Texas

Other planners in Prospect that publish fees

• Lightpath Wealth & Tax AdvisorsProspect$100⁠-⁠$300/hr
• 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

Compare all 104 planners in Kentucky