Van Leeuwen Retirement & Investment Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“However, financial planning may also be provided as a separate service and billed based on the number of hours required multiplied by $100 an hour.”

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

How Van Leeuwen Retirement & Investment Services bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance, pursuant to the terms of the agreement.”
• “Clients may terminate the agreement without penalty for a full refund of fees within five business days of signing the Investment Advisory Contract.”
• “If the advisory agreement is terminated before the end of the quarterly period, client is entitled to a pro-rated refund of any unearned pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”

How Van Leeuwen Retirement & Investment Services’ fees compare

• Its hourly rate of $100 is below the Kentucky median of $250. 8% of the 36 other Kentucky planners that publish an hourly rate charge less.

About Van Leeuwen Retirement & Investment Services

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

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

1.75% a year

Clients

700

Employees

3

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$559,416,819

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289463

Website

vlretirement.com (opens in new tab)

Phone

(859) 626-3400

Can advise clients in 7 states: Florida, Kansas, Kentucky, Louisiana, New Hampshire, Ohio, Texas

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