Invest Inc. fees and pricing
Financial planner in Lexington, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, Invest Inc. charges $75-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$300/hr
“Any services performed on an hourly rate will be billed at a rate of $75-$300 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Invest Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New or terminated clients will have fees prorated for actual days services were provided during any particular quarter.”
- “All hourly fees are billed and collected after work performed.”
- “Any capital inflows or outflows will be prorated in the calculation.”
How Invest Inc.’s fees compare
- Its hourly rate of $75-$300 spans the Kentucky median of $250. 28% of the 36 other Kentucky planners that publish an hourly rate charge less.
- 3 of the 11 other planners in Lexington that publish an hourly rate charge less.
About Invest Inc.
- Firm size: 5 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2022 (4 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% a year
- Clients
- 208
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $158,742,586
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146357
- Phone
- (859) 268-9200
Other planners in Lexington that publish fees
- Abri LLCLexington$500/hr, $3,000
- Alpha Financial Partners LLCLexington$250/hr, $5,000-$250,000/yr
- Ballast, Inc.Lexington$200-$10,000
- Blue Castle WealthLexington$125/hr, $250-$2,500
- Context Financial LLCLexington$150-$250/hr, $500-$4,000
- Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500-$5,000
Is something on this page wrong or out of date?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.