Fire Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$700/mo

“First year (12 months) fee is $700 a month ($8,400 for the year), then 2.”

Annual fee

$2,100⁠-⁠$12,000/yr

“Retirement Cash Flow Planning at $250 per month ($3,000/year) 401(k) Liaison starting at $175 per month ($2,100/year) up to $1,000 per month ($12,000/year) depending upon the number of employees, complexity of plan, and if client is not a financial planning client Professional In-house Investment Management: the…”

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

How Fire Wealth Management, LLC bills

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

• “Comprehensive Financial Planning is provided on an ongoing, flat-fee basis, billed in arrears.”
• “Fees are billed monthly and the client may choose to pay fees by ACH transfer, credit/debit card, or deduction from client’s investment account.”
• “September 16, 2026 7 Fees are billed monthly and the client may choose to pay fees by ACH transfer, credit/debit card, or by deducting fees from client’s investment account.”

How Fire Wealth Management, LLC’s fees compare

• Its annual fee of $2,100-$12,000 spans the Kentucky median of $5,000. 69% of the 13 other Kentucky planners that publish an annual fee charge less.

About Fire Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2023 (3 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

1.5% a year

Clients

66

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$57,483,800

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327958

Website

firewealthmgmt.com (opens in new tab)

Phone

(270) 916-2220

Can advise clients in 5 states: California, Colorado, Kentucky, Louisiana, Tennessee

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

Compare all 104 planners in Kentucky