Centerline Wealth Advisors, LLC fees and pricing
Financial planner in Louisville, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 27, 2026, Centerline Wealth Advisors, LLC charges a flat or project fee of $25,000 for financial planning.
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
- $25,000
“Flat fees are negotiable and will not exceed $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Centerline Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous billing period.”
- “Fees are negotiable and will be deducted from client account(s).”
- “Our firm bills on cash and cash equivalents.”
How Centerline Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $25,000 is above the Kentucky median of $3,000. 94% of the 33 other Kentucky planners that publish a flat or project fee charge less.
- 8 of the 10 other planners in Louisville that publish a flat or project fee charge less.
About Centerline Wealth Advisors, LLC
- Firm size: 8 employees.
- Registered as an adviser: 2012 (14 years).
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
- 3% a year
- Clients
- 259
- Employees
- 8
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $326,036,978
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164485
- Phone
- (502) 242-1561
Can advise clients in 5 states: Indiana, Kentucky, Louisiana, Tennessee, Texas
Other planners in Louisville that publish fees
- Advantage Investment ManagementLouisville$250/hr, $25,000
- Barlow Wealth Partners, LLCLouisville$150-$750/hr
- Bluegrass Financial Planning, LLCLouisville$120-$180/hr, $480-$750/qtr
- Clark Financial PlanningLouisville$5,000/yr
- Family Wealth Planning PartnersLouisville$1,000, $1,000/yr
- Farnsley AdvisorsLouisville$150-$250/hr
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.