W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/Lively Financial LLC

Lively Financial LLC

Newport, Kentucky

Fee-only

Lively Financial LLC at a glance

  • One of 65 fee-only firms based in Kentucky in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 8 individual clients.
  • Its average account is about $40,000 (assets it manages divided by its 35 accounts).

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Based inNewport, Kentucky
Websitelivelyfinancial.net
Email[email protected]
Phone(513) 202-6549

Questions about Lively Financial LLC

How many advisors does Lively Financial LLC have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Lively Financial LLC.

What is the average account at Lively Financial LLC?

Lively Financial LLC's average account is about $40,000. That's the assets on its Form ADV divided by its 35 accounts.

Lively Financial LLC fees

Lively Financial LLC 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$1 million
Individual clients8
Accounts managed35
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedMarch 24, 2026
SEC recordCRD 324940

Advisors at this firm (1)

Other fee-only firms in Kentucky

Fee-only advisors in Kentucky