Saecula Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Saecula Wealth LLC provides fee-only wealth management and comprehensive financial planning to individuals and high‑net‑worth clients, including retirement planning, tax and estate coordination, business planning, and risk management. The firm is newly registered and reports no assets under management while not imposing a minimum account size.
The firm’s stated philosophy emphasizes long‑term resilience and diversified asset allocation, blending active and passive strategies tailored to client goals and risk tolerance. Saecula charges flat annual advisory fees on a tiered basis billed monthly in arrears, accepts limited discretionary trading authority, and evaluates non‑brokerage holdings (for example, physical precious metals, direct real estate, closely held businesses, and cold‑storage cryptocurrency) as part of a client’s total financial picture while clients retain custody of those assets.
Distinctive features compared with peers include its use of flat, complexity‑based fees rather than percentage‑of‑AUM billing and its organizational structure that includes staff beyond a sole proprietor, both of which are less common among independent advisory firms. The firm also discloses it is strictly fee‑only, does not accept commissions or performance fees, and does not take custody of client assets.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fees are flat annual fees ranging from $3,600 to $36,000 depending on service tier and client complexity
N/A - N/A: Flat fee based on service tier, not asset amount: - Tier 1 - Foundations: $3,600 - $5,400 annually - Tier 2 - Stewardship: $6,000 - $9,000 annually - Tier 3 - Legacy: $9,600 - $36,000 annually
Minimum fee: Annual flat fees range from $3,600 to $36,000 depending on client complexity and service tier Fee-only: Firm is fee-only; compensation solely from client fees, no commissions or other compensation
Main office
Georgetown KY
Advisors at this office
1
Most active in
Kentucky · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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