Context Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“The negotiable hourly fee for a discrete financial planning engagement is between $150 and $250 per hour.”

Flat or project fee

$500⁠-⁠$4,000

“The negotiable fixed rate for creating a one-time client financial plan is between $500 and $4,000 for the financial plan.”

Monthly fee

$150⁠-⁠$200/mo

“The negotiable monthly fee for ongoing financial planning services is between $150 and $200 per month.”

Annual fee

$3,000⁠-⁠$6,000/yr

“The negotiable annual fee for ongoing financial planning services is between $3,000 and $6,000 per year.”

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

How Context Financial LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of CFL's fees within five business days of signing the Investment Advisory Contract.”
• “The fees shared are negotiable and will not exceed any limit imposed by any regulatory agency.”
• “Upon termination, advisory fees shall be prorated through the effective date of termination.”

How Context Financial LLC’s fees compare

• Its hourly rate of $150-$250 is below the Kentucky median of $250. 31% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,000 spans the Kentucky median of $3,000. 33% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in Lexington that publish a flat or project fee charge less.
• Its annual fee of $3,000-$6,000 spans the Kentucky median of $5,000. 38% of the 13 other Kentucky planners that publish an annual fee charge less.

About Context Financial LLC

• Firm size: 2 employees.
• Founded: 2006 (20 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

1.6% a year

Clients

67

Employees

2

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

$20,810,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281812

Website

youtube.com/@contextfinancial120 (opens in new tab)

Phone

(859) 514-1999

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Blue Castle WealthLexington$125/hr, $250⁠-⁠$2,500
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000
• Equity Advisors of Kentucky IncLexington$35⁠-⁠$100/hr

Compare all 27 planners in Lexington