Itrust Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We will charge a maximum of $250 per hour.”

Flat or project fee

$2,500

“Flat fees generally range from $2,500 and up.”

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

How Itrust Asset Management, LLC bills

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

• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “The client will be invoiced directly for the fees.”
• “We charge our advisory fees quarterly in advance.”

How Itrust Asset 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.
• 5 of the 11 other planners in Lexington that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Kentucky median of $3,000. 36% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 3 of the 6 other planners in Lexington that publish a flat or project fee charge less.

About Itrust Asset Management, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2019 (7 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

3% a year

Clients

457

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$211,938,663

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164193

Website

lpl.com (opens in new tab)

Phone

(859) 425-1222

Can advise clients in 3 states: Kentucky, Louisiana, Texas

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

Compare all 27 planners in Lexington