Pivot Point Wealth Planning fees
Financial planner in Brandenburg, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Pivot Point Wealth Planning (Brandenburg, KY) charges a flat or project fee of $500-$5,000 and a monthly fee of $150-$500 for financial planning.
- Website: pivotpointwealth.com (opens in new tab)
- Call (270) 945-1404
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change.
- Flat or project fee
- $500-
$5,000 Runs from below the Kentucky median of $2,750 to above it.
“The fixed fee can range between $500-$5,000 based on complexity and scope of the engagement and is due upon completion of the engagement.”
- Monthly fee
- $150-
$500/mo “Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in advance, at a rate of $150 - $500 per month based on complexity and needs of 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
- Team size
- 2 employees
How Pivot Point Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or electronic transfer of funds through a secure third party payment processor.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Fees for this service may be paid by electronic funds transfer or check.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 83
- 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 pension consulting
- Assets managed
- $30.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 10, 2026
- CRD number
- 287623 (opens in new tab)
- Phone
- (270) 945-1404
Other planners in Brandenburg that publish fees
- Corley Capital LLCBrandenburgFlat $1,000-$3,000
More planners in Kentucky that publish fees
- Saecula Wealth LLCGeorgetownAnnual $3,600-$36,000/yr
- Trella WealthBowling GreenFlat from $500
- Five Talent Financial LLCMurrayHourly $200/hr
- Lach FinancialLouisvilleHourly $325/hr
- Proactive Advisors, LLCLexingtonHourly $250/hr
- Hannegan Wealth Management, LLCEdgewoodHourly $250/hr, Flat $500-$4,500
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.