Firm
Pulse Wealth
Lexington, Kentucky
Fee-only
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | pulsewealth.co |
| Phone | (859) 279-1854 |
Pulse Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,600 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$6,600 / year" source
"Pulse Wealth does not have a minimum account size" source
"flat — $550/month, no matter your portfolio" source
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 · Fixed fees |
|---|---|
| Assets managed | $50 million |
| Individual clients | 70 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 322651 |