Principled Wealth Advisors, LLC fees and pricing
Financial planner in Covington, Kentucky. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 4, 2026, Principled Wealth Advisors, LLC charges a flat or project fee of $2,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$30,000
“The range for a standalone financial plan typically ranges from $2,000 to $30,000 based on the scope and complexity of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Principled Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the days the Client account was open during that month.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
- “The Client may pay the fees owed for the financial planning services by submitting payment directly via a payment processor, check, or by deducting the fee from an existing investment account.”
How Principled Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $2,000-$30,000 spans the Kentucky median of $3,000. 88% of the 33 other Kentucky planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Covington that publish a flat or project fee charge less.
About Principled Wealth Advisors, LLC
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services, assets under advisement, independent third-party money management, and 3(21) retirement services.”
- Firm size: 5 employees.
- Founded: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 150
- Employees
- 5
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $252,109,486
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 138143
- Phone
- (859) 957-2737
Can advise clients in 5 states: Kentucky, Louisiana, Ohio, Pennsylvania, Texas
Other planners in Covington that publish fees
- Journey Advisory Group, LLCCovington$200/hr, $500-$5,000
- Legacy Financial Advisors, Inc.Covington$5,000
- 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
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.