Pulse Wealth fees

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Pulse Wealth (Lexington, KY) charges a monthly fee of $550 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change.

Monthly fee: $550/mo; “The Advisor charges an annual flat fee of $6,600 ($550 per month) for its wealth management services.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

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

“This fee is paid monthly, in advance of each month, pursuant to the terms of the wealth management agreement.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“In addition, the Advisor will provide the Client a written invoice itemizing the fee, including the time period covered by the fee. and the formula used to calculate the fee.”

How the firm is paid: Flat or fixed fees, monthly planning fees, and a percentage of assets under management
Clients: 84
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $50.1 million
Registered with: State securities regulators
Disciplinary disclosures: None reported on Form ADV as of March 31, 2026
CRD number: 322651 (opens in new tab)
Website: pulsewealth.co (opens in new tab)
Phone: (859) 279-1854

Registered in 4 states: Florida, Georgia, Kentucky, Ohio

Is something on this page wrong or out of date?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