Mercurio Wealth Advisors fees and pricing
Financial planner in Louisville, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, Mercurio Wealth Advisors charges $250 an hour and a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly rate for limited scope engagements is $250.”
- Flat or project fee
- $25,000
“Fixed fees for financial plans will not exceed $25,000 and hourly fees will not exceed $250/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mercurio Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis.”
- “Fees are billed monthly in arrears based on the average daily balance of the account(s) under our Firm’s management.”
- “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Investment Advisory Agreement.”
How Mercurio Wealth Advisors’ fees compare
- Its hourly rate of $250 matches the Kentucky median of $250. 42% of the 36 other Kentucky planners that publish an hourly rate charge less.
- 3 of the 10 other planners in Louisville that publish an hourly rate charge less.
- Its flat or project fee of $25,000 is above the Kentucky median of $3,000. 94% of the 33 other Kentucky planners that publish a flat or project fee charge less.
- 8 of the 10 other planners in Louisville that publish a flat or project fee charge less.
About Mercurio Wealth Advisors
- Firm size: 11 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
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
- 446
- Employees
- 11
- 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, and selecting other advisers
- Assets managed
- $141,065,289
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283632
- Phone
- (502) 253-9366
Can advise clients in 5 states: Florida, Indiana, Kentucky, Nebraska, 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.