Moneywise, Inc. fees
Financial planner in Lexington, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 13, 2026, Moneywise, Inc. (Lexington, KY) charges a flat or project fee of $2,500-$3,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 13, 2026. Fees can change.
- Flat or project fee
- $2,500-
$3,500 Runs from below the Kentucky median of $2,750 to above it.
“Our financial planning fees for coordinated plans are generally calculated and charged on a fixed fee basis, typically ranging from $2,500 to $3,500 depending on the specific arrangement reached with the client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2010 (16 years)
How Moneywise, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All existing account fees are based on the previous quarter value and are never billed in advance.”
- “For new accounts, the fee is calculated on a prorated basis using the opening date and balance to apply the applicable rate.”
- “Moneywise, Inc.'s Investment and Financial Advisory fees are not negotiable.”
About Moneywise, Inc.
- Principal: Lisa Castle
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 49
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $40.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 13, 2026
- CRD number
- 145043 (opens in new tab)
- Phone
- (859) 266-3207
Other planners in Lexington that publish fees
- Blue Castle WealthLexingtonHourly $125/hr, Flat $250-$2,500
- Crimson Oak Wealth Management, LLCLexingtonHourly $350/hr, Flat $2,500-$5,000
- Invest Inc.LexingtonHourly $75-$300/hr
- Proactive Advisors, LLCLexingtonHourly $250/hr
- Pulse WealthLexingtonMonthly $550/mo
- Vermillion Private WealthLexingtonFlat $2,500, Annual $500/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Is something on this page wrong or out of date?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.