KPP Advisory Services LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“The Client shall pay KPPAS for services provided, a fee of an hourly rate ranging from $200 to $300.”

Flat or project fee

$1,000⁠-⁠$10,000

“The financial planning fee may be calculated and charged on a fixed fee basis, typically ranging from $1,000 to $10,000, subject to the specific arrangement reached with the Client.”

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

How KPP Advisory Services LLC bills

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

• “The hourly fee and fixed fee rates are negotiable.”
• “The Client agrees to pay KPPAS upon completion of 14 | P a g e services according to the terms of the Financial Planning Services Agreement.”
• “To the extent Client requests additional consulting services, fees for such services shall be determined and payable in advance.”

How KPP Advisory Services LLC’s fees compare

• Its hourly rate of $200-$300 spans the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 3 of the 10 other planners in Louisville that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Kentucky median of $3,000. 70% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• 6 of the 10 other planners in Louisville that publish a flat or project fee charge less.

About KPP Advisory Services LLC

• Firm size: 37 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

3,995

Employees

37

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$1,241,011,682

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289507

Website

kpp-lpl.com (opens in new tab)

Phone

(502) 394-0400

Can advise clients in 27 states: Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Missouri, North Carolina, Nebraska, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin

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