Firm
Life Advisors Financial Planning and Wealth Management
Munfordville, Kentucky
Fee-only
Life Advisors Financial Planning and Wealth Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 2 employees and 88 individual clients, 2 of them high net worth.
- Its average account is about $68,000 (assets it manages divided by its 216 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Munfordville, Kentucky |
|---|---|
| Phone | (270) 404-1776 |
Life Advisors Financial Planning and Wealth Management fees
Life Advisors Financial Planning and Wealth Management 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 · Fixed fees |
|---|---|
| Assets managed | $15 million |
| Individual clients | 86 |
| High-net-worth clients | 2 |
| Accounts managed | 216 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 148573 |