Life Advisors Financial Planning and Wealth Management, LLC fees and pricing

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

$125⁠-⁠$225/hr

“On an hourly basis, ranging from $125 to $225 per hour, depending on the nature and complexity of each client's circumstances, and the individual performing the service(s). 2.”

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

How Life Advisors Financial Planning and Wealth Management, LLC bills

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

• “New accounts opened during a quarter are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “The balance will be due upon completion of the engagement.”

How Life Advisors Financial Planning and Wealth Management, LLC’s fees compare

• Its hourly rate of $125-$225 is below the Kentucky median of $250. 25% of the 36 other Kentucky planners that publish an hourly rate charge less.

About Life Advisors Financial Planning and Wealth Management, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• 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

2% a year

Clients

88

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services

Assets managed

$14,781,677

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148573

Phone

(270) 404-1776

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

Compare all 104 planners in Kentucky