Corley Capital LLC fees and pricing

Financial planner in Brandenburg, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Corley Capital LLC charges a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $1,000; “The total project fees will usually range from $1,000 up to $3,000.”

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

“If the advisory agreement is terminated during a billing period, fees will be prorated based on the number of days services were provided.”
“Clients may terminate the Investment Advisory Agreement at any time, subject to the terms of the agreement.”
“The ﬁrm does not collect Advisory fees in advance.”

Its flat or project fee of $1,000 is below the Kentucky median of $3,000. 18% of the 33 other Kentucky planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

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: 1.5% a year
Clients: 44
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $19,682,614
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 301873
Phone: (918) 857-0878

Can advise clients in 2 states: Kentucky, Oklahoma

Is something on this page wrong or out of date?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.