PlannerFees

Magnate Advisory Services, LLC fees and pricing

Financial planner in Louisville, Kentucky. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Magnate Advisory Services, LLC charges a flat or project fee of $1,500⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$5,000
“A broad-based planning engagements (consisting of multiple components) are assessed a fixed fee that ranges from $1,500 to $5,000.”

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

How Magnate Advisory Services, LLC bills

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

  • “Fees are to be paid by check, credit card or draft from US-based financial institutions.”
  • “Our fees are negotiable, with the final determination to be made by the firm.”
  • “Payment is due in full upon delivery of your plan.”

How Magnate Advisory Services, LLC’s fees compare

  • Its flat or project fee of $1,500-$5,000 spans the Kentucky median of $3,000. 55% of the 33 other Kentucky planners that publish a flat or project fee charge less.
  • 4 of the 10 other planners in Louisville that publish a flat or project fee charge less.

About Magnate Advisory Services, LLC

“We are available to assist retirement plan sponsors, and we also provide educational workshops involving a broad range of financial planning and investing topics.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Equity compensation
  • 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
2% a year
Clients
1,572
Employees
7
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services
Assets managed
$314,131,225
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
283056
Website
magnatewealth.com (opens in new tab)
Phone
(502) 855-3160

Can advise clients in 6 states: Florida, Indiana, Kentucky, Ohio, Tennessee, Texas

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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.