Saecula Wealth LLC fees and pricing
Financial planner in Georgetown, Kentucky. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Saecula Wealth LLC charges an annual fee of $3,600-$36,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,600-$36,000/yr
“Annual fees range from $3,600 to $36,000, depending on the complexity, time commitment, and level of ongoing coordination required as outlined below.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Saecula Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are billed monthly in arrears, meaning Clients are billed at the end of each month for services already rendered.”
- “The Advisory Contract may be terminated with written notice 15 calendar days in advance.”
How Saecula Wealth LLC’s fees compare
- Its annual fee of $3,600-$36,000 spans the Kentucky median of $5,000. 85% of the 13 other Kentucky planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Saecula Wealth LLC
- Principal: Matthew Pierce
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339221
- Phone
- (702) 234-3989
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
Is something on this page wrong or out of date?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.