Profolio Investments, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$450

“An initial fee of $450 will be due in arrears upon completion of an initial consultation, client onboarding, and delivery of a written financial plan.”

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

How Profolio Investments, Inc. bills

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

• “Altruist will deduct the third-party manager’s fee monthly in arrears based on the average daily asset balance at the completion of each full calendar month.”
• “Profolio Investments, Inc. will provide each financial planning client with a detailed invoice that correlates to the completion of each semi-annual plan review, payable within 14 days of the invoice date.”
• “The Plan Administrator will deduct Profolio Investment Inc.’s quarterly advisory fee, payable in arrears, based on the average daily fair market value of total retirement plan assets of the preceding quarter.”

How Profolio Investments, Inc.’s fees compare

• Its flat or project fee of $450 is below the Kentucky median of $3,000. None of the 33 other Kentucky planners that publish a flat or project fee charge less.

About Profolio Investments, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 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

0.65% a year

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$18,074,637

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173241

Website

profolioinvest.com (opens in new tab)

Phone

(801) 608-8874

Can advise clients in 3 states: Kentucky, New Jersey, Utah

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