T.k.m. Financial Services, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 17, 2026, T.k.m. Financial Services, LLC charges $50 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50/hr; “The agreed-upon financial planning fee is based upon an hourly rate of $50 per hour (as disclosed in Section 8 of the Wealth Planning Agreement) and is based upon the number of hours estimated, by the Firm to complete said services outlined in Section 1 of the Wealth Planning Agreement.”

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

“Upon the termination of this Agreement, the Firm will provide the Client with a refund for prepaid fees as it relates to any work not yet performed.”
“Upon completion of the five years, all files will be destroyed. 8 Termination of Financial Planning Engagement Either party may terminate this Agreement upon written notice to the other party with thirty (30) days written notice.”
“Upon completion of the five years, all files will be destroyed.”

Its hourly rate of $50 is below the Kentucky median of $250. None of the 36 other Kentucky planners that publish an hourly rate charge less.
None of the 10 other planners in Louisville that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2017 (9 years).

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% a year
Clients: 62
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed: $28,347,736
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 289872
Website: tkmfsllc.com (opens in new tab)
Phone: (502) 450-7526

Can advise clients in 3 states: Indiana, Kentucky, Tennessee

Is something on this page wrong or out of date?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