J. Hagan Capital, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial planning or consulting service fees are billed at an hourly rate of $350per hour, or on a fixed fee per engagement, which is based on the expected hours to complete an engagement.”

Flat or project fee

$500

“The fee for tax planning services starts at $500.”

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

How J. Hagan Capital, Inc. bills

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

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis.”
• “Investment advisory fees are invoiced monthly, at the end of each month, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account(s) to the end of the first month.”

How J. Hagan Capital, Inc.’s fees compare

• Its hourly rate of $350 is above the Kentucky median of $250. 81% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 8 of the 10 other planners in Louisville that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Kentucky median of $3,000. 6% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• None of the 10 other planners in Louisville that publish a flat or project fee charge less.

About J. Hagan Capital, Inc.

• Firm size: 14 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Charitable giving

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

1.5% a year

Clients

785

Employees

14

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$341,762,266

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

168467

Website

youtube.com/@TheRetirementSolutionPodcast (opens in new tab)

Phone

(502) 690-5635

Can advise clients in 10 states: Florida, Indiana, Kentucky, Louisiana, Maryland, Ohio, Texas, Virginia, Wisconsin, Wyoming

Other planners in Louisville that publish fees

• Advantage Investment ManagementLouisville$250/hr, $25,000
• Barlow Wealth Partners, LLCLouisville$150⁠-⁠$750/hr
• Bluegrass Financial Planning, LLCLouisville$120⁠-⁠$180/hr, $480⁠-⁠$750/qtr
• Centerline Wealth Advisors, LLCLouisville$25,000
• Clark Financial PlanningLouisville$5,000/yr
• Family Wealth Planning PartnersLouisville$1,000, $1,000/yr

Compare all 35 planners in Louisville