Dollars & Sense Financial Fitness fees and pricing

Financial planner in Bowling Green, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 19, 2026, Dollars & Sense Financial Fitness charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Thereafter, clients may terminate the Investment Advisory Contract generally with 11 days' written notice. 4 Financial Planning Fees Hourly Fees The hourly fee for these services is $300.”

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

“Portfolio management fees are negotiable and may be discounted.”
“Clients may terminate the agreement without penalty for a full refund of DSFF's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty, for full refund of DSFF ’s fees, within five business days of signing the Financial Planning Agreement.”

Its hourly rate of $300 is above the Kentucky median of $250. 64% of the 36 other Kentucky planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.5% a year
Clients: 10
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 329901
Phone: (270) 282-5279

Is something on this page wrong or out of date?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