Moneywatch Advisors, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 25, 2026, Moneywatch Advisors, Inc. charges a quarterly fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $250/qtr; “In most cases our minimum fee is $250 per quarter.”

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

“Fees are negotiable, so if a client believes an asset should be excluded from the calculation, we listen and negotiate.”
“This procedure allows us to mail the client an Invoice & Report of Managed Investments in advance to show how the fee is calculated for the upcoming quarter.”
“Client fees are negotiable and can be re-calculated at the request of the client.”

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: 0.25% a year
Clients: 384
Employees: 6
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $329,735,069
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107337
Website: moneywatchadvisors.com (opens in new tab)
Phone: (859) 268-1117

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

Is something on this page wrong or out of date?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.