Owen Larue Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“Our fees for financial planning services range from $325 to $15,000 or at an hourly rate of $325.00 an hour.”

Flat or project fee

$325⁠-⁠$15,000

From the same sentence as above.

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

How Owen Larue Financial Group bills

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

• “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in advance.”
• “Fees are negotiable and may be waived in certain circumstances.”
• “If termination occurs thereafter, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $325.00.”

How Owen Larue Financial Group’s fees compare

• Its hourly rate of $325 is above the Kentucky median of $250. 72% of the 36 other Kentucky planners that publish an hourly rate charge less.
• Its flat or project fee of $325-$15,000 spans the Kentucky median of $3,000. 76% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About Owen Larue Financial Group

• Firm size: 7 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

Clients

840

Employees

7

Works with

Individuals, high net worth individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$458,861,120

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289436

Website

owenlarue.com (opens in new tab)

Phone

(270) 769-9995

Can advise clients in 3 states: Florida, Kentucky, New Hampshire

Other planners in Kentucky that publish fees

• Abri LLCLexington$500/hr, $3,000
• Advantage Investment ManagementLouisville$250/hr, $25,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Avant-Garde WealthSmiths Grove$5,000/yr
• Balanced Life PlanningVilla Hills$250/hr
• Ballast, Inc.Lexington$200⁠-⁠$10,000

Compare all 104 planners in Kentucky