Fenwick Financial fees and pricing

Financial planner in New Haven, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 9, 2026, Fenwick Financial charges $75 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $75/hr; “Hourly fees are charged at a rate of $75.00 per planner-hour, including meeting time and preparation time(“Hourly Fee”).”

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

“Support staff time may be billed at a lower rate where appropriate. 2.”
“The Fee is earned and billed only after the client’s account is actually established and funded with the initial seed deposit.”
“Fees are clearly defined in advance and collected directly from the client.”

Its hourly rate of $75 is below the Kentucky median of $250. 6% 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, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 31
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services
Assets managed: $1,828,792
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 331235
Website: profit.ly/user/Luke_Fenwick (opens in new tab)
Phone: (502) 331-3532

Is something on this page wrong or out of date?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