Firm
Moneywatch Advisors
Lexington, Kentucky
Fee-only
Moneywatch Advisors at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 384 individual clients.
- Its average account is about $859,000 (assets it manages divided by its 384 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | moneywatchadvisors.com |
| Phone | (859) 268-1117 |
Moneywatch Advisors fees
Moneywatch Advisors 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 | $330 million |
| Individual clients | 384 |
| Accounts managed | 384 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-26952) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 107337 |