Firm
Moneywise
Lexington, Kentucky
Fee-only
Moneywise 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 49 individual clients, 17 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 146 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | moneywiseky.com |
| Phone | (859) 266-3207 |
Moneywise fees
Moneywise 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 | $40 million |
| Individual clients | 32 |
| High-net-worth clients | 17 |
| Accounts managed | 146 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 145043 |