Plentiful Wealth, LLC fees and pricing

Financial planner in Louisville, Kentucky. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 20, 2026, Plentiful Wealth, LLC charges a quarterly fee of $250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $250/qtr; “Pension consulting services are subject to a minimum quarterly fee of $250.00 and a maximum of $50,000.00.”

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

“Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
“In the event of termination, Plentiful Wealth shall be compensated by the client’s payment of a prorated advisory fee based on the number of days during which services were provided prior to termination.”
“Since fees are paid in arrears, no refund will be needed upon termination of the Client Contract.”

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: 1.65% a year
Minimum: $250 minimum fee (stated in brochure)
Clients: 79
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $44,674,596
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 312250
Website: plentifulwealth.com (opens in new tab)
Phone: (606) 775-0246

Can advise clients in 3 states: Kentucky, Louisiana, West Virginia

Is something on this page wrong or out of date?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