Firm
Dollars & Sense Financial Fitness
Bowling Green, Kentucky
Fee-only
Dollars & Sense Financial Fitness at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 10 individual clients, 6 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 10 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Bowling Green, Kentucky |
|---|---|
| Phone | (270) 282-5279 |
Dollars & Sense Financial Fitness fees
Dollars & Sense Financial Fitness doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $4 million |
| Individual clients | 4 |
| High-net-worth clients | 6 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 329901 |