Lightpath Wealth & Tax Advisors fees and pricing
Financial planner in Prospect, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 28, 2026, Lightpath Wealth & Tax Advisors charges $100-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Lightpath Wealth & Tax Advisors charges an hourly fee ranging from $100-$300 or fixed fee of up to $10,000 for financial planning and consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lightpath Wealth & Tax Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending on the scope, complexity, needs, and circumstances of the client, as well as the amount of time estimated to complete the requested services.”
- “Financial Planning fees are payable by check as invoiced.”
- “Under no circumstance would we require you to pay fees six or more months in advance and in excess of $500.”
How Lightpath Wealth & Tax Advisors’ fees compare
- Its hourly rate of $100-$300 spans the Kentucky median of $250. 31% of the 36 other Kentucky planners that publish an hourly rate charge less.
About Lightpath Wealth & Tax Advisors
“We offer financial planning, which includes a variety of services, mainly advisory in nature, regarding management of financial resources based upon an analysis of the client’s individual needs, predefined objectives, risk tolerance, time horizon, financial horizon, financial information, liquidity needs, and other…”
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Social Security
- Insurance analysis
- 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
- Employees
- 2
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 312276
- Phone
- (502) 767-9071
Other planners in Prospect that publish fees
- BLVD Private Wealth, LLCProspect$1,000-$25,000
- 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
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.