Jennings & Associates Financial Advisors, 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

$100⁠-⁠$500/hr

“Fee are based on the scope and complexity of the engagement but generally range from $100 - $500 per hour.”

Flat or project fee

$1,000⁠-⁠$30,000

“Jennings & Associates Financial Advisors, LLC can charge an hourly fee up to $500 an hour or flat fee generally ranging from $1,000 to $30,000 for financial planning depending on the circumstances.”

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

How Jennings & Associates Financial Advisors, LLC bills

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

• “The investment advisory fee for the first month of service are prorated from the inception date of the account[s] to the end of the first month.”
• “Fees are negotiable at the sole discretion of the Advisor.”

How Jennings & Associates Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$500 spans the Kentucky median of $250. 64% of the 36 other Kentucky planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$30,000 spans the Kentucky median of $3,000. 85% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About Jennings & Associates Financial Advisors, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2023 (3 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

2.5% a year

Minimum

No minimum stated in brochure

Clients

680

Employees

8

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$240,125,414

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

312706

Website

facebook.com/jenningsfinancialadvisorsllc (opens in new tab)

Phone

(270) 448-1010

Can advise clients in 6 states: Illinois, Kentucky, Louisiana, Missouri, Tennessee, Texas

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

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