Lach Financial fees and pricing

Financial planner in Louisville, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Lach Financial charges $325 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $325/hr; “For hourly financial planning clients, Lach Financial charges a fee of $325 per hour.”

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

“These fees will be billed after services are rendered and will not be refundable.”
“The firm's hourly rate of $325 per hour is negotiable.”
“The fees will be charged in arrears at the end of the quarter and will not be payable in advance.”

Its hourly rate of $325 is above the Kentucky median of $250. 72% of the 36 other Kentucky planners that publish an hourly rate charge less.
7 of the 10 other planners in Louisville that publish an hourly rate charge less.

“Offered Lach Financial offers two services: 1) ongoing financial planning services and 2) hourly financial planning services.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CFA.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2011 (15 years).

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: 39
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $27,582,680
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 157065
Website: twitter.com/lachfinancial?lang=en (opens in new tab)
Phone: (502) 295-7887

Is something on this page wrong or out of date?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.