Equity Advisors of Kentucky Inc fees and pricing

Published fees

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

Hourly rate

$35⁠-⁠$100/hr

“Staff CFP, CPA Work Paraplanner work Office Administrative $200 per hour $100 per hour $35 per hour These fees are invoiced to the client separately from any management fees.”

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

How Equity Advisors of Kentucky Inc bills

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

• “Fees are paid quarterly in advance, calculated at a rate of one-fourth of the annual fee, rounded down to the next $25 when the fee is determined.”
• “The first payment is due and payable upon execution of the Agreement.”
• “Partial quarter billings are calculated on a pro-rata basis.”

How Equity Advisors of Kentucky Inc’s fees compare

• Its hourly rate of $35-$100 is below the Kentucky median of $250. 3% of the 36 other Kentucky planners that publish an hourly rate charge less.
• None of the 11 other planners in Lexington that publish an hourly rate charge less.

About Equity Advisors of Kentucky Inc

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, CPA, and EA.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.3% a year

Clients

114

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$141,596,255

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

116398

Website

ea-ky.com (opens in new tab)

Phone

(502) 829-9244

Can advise clients in 7 states: Florida, Hawaii, Indiana, Kentucky, Michigan, 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
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000

Compare all 27 planners in Lexington