Crimson Oak Wealth Management, LLC fees and pricing

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.

Hourly rate

$350/hr

“CWM charges a negotiable rate for broad based financial planning services based upon either an hourly fee of $350 per hour or a fixed fee ranging between $2,500-$5,000 depending on the complexity of the clients’ requirements.”

Flat or project fee

$2,500⁠-⁠$5,000

From the same sentence as above.

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

How Crimson Oak Wealth Management, LLC bills

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

• “Fees for Advisory Services Investment Management Services - Investment advisory fees are paid quarterly in advance pursuant to the terms of the Asset Management Agreement.”
• “The client may be billed as components of the specified financial plan are completed with the final payment due on full plan completion.”
• “Client may cancel within five (5) business days of signing the Agreement for a full refund.”

How Crimson Oak Wealth Management, LLC’s fees compare

• Its hourly rate of $350 is above the Kentucky median of $250. 81% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 9 of the 11 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the Kentucky median of $3,000. 58% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Lexington that publish a flat or project fee charge less.

About Crimson Oak Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2014 (12 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

2% a year

Clients

50

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$39,040,381

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171360

Website

crimsonoakwm.com (opens in new tab)

Phone

(859) 309-1738

Can advise clients in 3 states: Kentucky, Ohio, Texas

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
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Equity Advisors of Kentucky IncLexington$35⁠-⁠$100/hr

Compare all 27 planners in Lexington