Hannegan Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Once the project has been delivered, any earned but unpaid fees will be billed for work completed up to the date of termination. 9 ● Hourly financial planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$4,500

“We offer financial planning services on a fixed fee or hourly basis: ● Fixed fees can range between $500 and $4,500, depending on complexity and the needs of the client, and may be negotiable in certain cases.”

Monthly fee

$250⁠-⁠$750/mo

“Ongoing Planning Following the delivery of a financial plan, Clients who wish to work with HWM for ongoing planning and assistance with the implementation of planning recommendations over time, an ongoing fee will apply that is paid either monthly or quarterly, in arrears, at the rate of $250-$750 per month or…”

Quarterly fee

$750⁠-⁠$2,250/qtr

From the same sentence as above.

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

How Hannegan Wealth Management, LLC bills

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

• “The advisory fee is billed and computed quarterly in arrears based on the total balance of the account on the last day of the quarter.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the number of days services were provided within the billing period.”

How Hannegan Wealth Management, LLC’s fees compare

• Its hourly rate of $250 matches the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$4,500 spans the Kentucky median of $3,000. 36% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About Hannegan Wealth Management, LLC

• Principal: Shawn Hannegan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

1.25% a year

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,789,860

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312062

Website

hanneganwm.com (opens in new tab)

Phone

(859) 993-7600

Can advise clients in 2 states: Kentucky, Ohio

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