Farnsley Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated March 16, 2026, Farnsley Advisors charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “The monthly fee = (amount of assets undermanagement x annual fee percentage) x (number of days in the month / number of days in the year.) Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $150 and $250.”

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

“Upon termination, fees are billed pro-rata based on the number of days in the quarter that the client funds were invested.”
“Monthly fee = (Annual fee percentage / 12) x amount of assets under management.) These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of CF's fees within five business days of signing the Investment 4 Advisory Contract.”

Its hourly rate of $150-$250 is below the Kentucky median of $250. 31% of the 36 other Kentucky planners that publish an hourly rate charge less.
2 of the 10 other planners in Louisville that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 213
Employees: 4
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $91,781,876
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 288491
Website: twitter.com/FarnsleyAdvisors (opens in new tab)
Phone: (502) 627-0918

Can advise clients in 4 states: Indiana, Kentucky, Louisiana, Ohio

Is something on this page wrong or out of date?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