E2 Financial Services, LLC fees and pricing
Financial planner in Southgate, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, E2 Financial Services, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“AND CONSULTING EFS charges a fixed fee of $500 for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How E2 Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on value of assets at the end of a billing period of the account for the previous quarter.”
- “Fees for financial plans are billed $100 in advance which is non-refundable as noted above with the balance due upon plan delivery.”
- “Investment management fees are billed quarterly in arrears, meaning that we invoice you after the billing period.”
How E2 Financial Services, LLC’s fees compare
- Its flat or project fee of $500 is below the Kentucky median of $3,000. 6% of the 33 other Kentucky planners that publish a flat or project fee charge less.
About E2 Financial Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- 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
- 1.1% a year
- Clients
- 46
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $8,340,425
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301193
- Phone
- (859) 888-3250
Other planners in Kentucky that publish fees
- Abri LLCLexington$500/hr, $3,000
- Advantage Investment ManagementLouisville$250/hr, $25,000
- Alpha Financial Partners LLCLexington$250/hr, $5,000-$250,000/yr
- Avant-Garde WealthSmiths Grove$5,000/yr
- Balanced Life PlanningVilla Hills$250/hr
- Ballast, Inc.Lexington$200-$10,000
Is something on this page wrong or out of date?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.