Federal Hill Capital Management fees and pricing
Financial planner in Bardstown, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Federal Hill Capital Management charges $150 an hour and a flat or project fee of $450 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The fees for this service are $150 per hour.”
- Flat or project fee
- $450
“There will be a minimum charge of $450 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Federal Hill Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The monthly fee will be payable on the first day of the month based upon the value of the account on the last business day of the prior calendar month.”
- “When management begins after the start of the month, fees will be prorated accordingly.”
How Federal Hill Capital Management’s fees compare
- Its hourly rate of $150 is below the Kentucky median of $250. 19% of the 36 other Kentucky planners that publish an hourly rate charge less.
- Its flat or project fee of $450 is below the Kentucky median of $3,000. None of the 33 other Kentucky planners that publish a flat or project fee charge less.
About Federal Hill Capital Management
- Firm size: 3 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Business owners
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
- 347
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $55,572,216
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151499
- Phone
- (502) 348-5789
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.