Firm
Invest
Lexington, Kentucky
Fee-only
Invest at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 218 individual clients.
- Its average account is about $235,000 (assets it manages divided by its 699 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | invest-lex.com |
| Phone | (859) 268-9200 |
Invest fees
Invest doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $165 million |
| Individual clients | 218 |
| Accounts managed | 699 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-122790) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 146357 |