MC Financial Services, Inc. fees and pricing
Financial planner in Louisville, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, MC Financial Services, Inc. charges $300 an hour 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.
- Hourly rate
- $300/hr
“For hourly billing projects, our maximum fee is $300 per hour, based on the complexity of the project and the seniority of the representative performing the services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How MC Financial Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be paid in arrears at the beginning of the next calendar quarter and will be based on the total Market Value of the portfolio assets at the end of the previous month.”
- “The total Market Value of the portfolio assets will be the amount indicated on the invoice.”
- “In some cases, we may agree to an on-going monthly or quarterly flat fee (fixed amount) for ongoing advisory services, billed and paid in arrears as specified in our Investment Management Agreement with the Client.”
How MC Financial Services, Inc.’s fees compare
- Its hourly rate of $300 is above the Kentucky median of $250. 64% of the 36 other Kentucky planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Louisville that publish an hourly rate charge less.
About MC Financial Services, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2003 (23 years).
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
- 3% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 67
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $68,617,921
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146331
- Phone
- (502) 418-3025
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.