Lanier Asset Management, LLC fees and pricing
Financial planner in Louisville, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 18, 2026, Lanier Asset Management, LLC charges a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,500
“These fees are negotiable but generally range from $1,000 to $2,500 on a fixed fee basis, depending upon the level and scope of the services and the professional rendering, the financial planning, and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lanier Asset Management, LLC’s fees compare
- Its flat or project fee of $1,000-$2,500 is below the Kentucky median of $3,000. 30% of the 33 other Kentucky planners that publish a flat or project fee charge less.
- 3 of the 10 other planners in Louisville that publish a flat or project fee charge less.
About Lanier Asset Management, LLC
- Principal: Mark Hoffman
- Firm size: 2 employees.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- 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
- 96
- Employees
- 2
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $141,686,194
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150888
- Phone
- (502) 909-1100
Can advise clients in 4 states: Georgia, Kentucky, North Carolina, Texas
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
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.