Wealth Management of Kentucky, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated June 17, 2026, Wealth Management of Kentucky, Inc. charges $125 an hour for financial planning.

Published fees

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

Hourly rate: $125/hr; “The negotiated hourly fee for these services is $125.”

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

“Clients may terminate the agreement without penalty for a full refund of WMKYL's fees within five business days of signing the Investment Advisory Contract.”
“Clients may terminate the agreement without penalty for a full refund of WMKYL's fees within five business days of signing the Financial Planning Agreement.”
“Fees are charged in arrears upon completion.”

Its hourly rate of $125 is below the Kentucky median of $250. 11% of the 36 other Kentucky planners that publish an hourly rate charge less.
1 of the 11 other planners in Lexington that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 83
Employees: 3
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $42,860,391
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 171446
Website: wmofky.com (opens in new tab)
Phone: (859) 268-4425

Can advise clients in 2 states: Kentucky, Texas

Is something on this page wrong or out of date?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