# Amy Jones

> Amy Jones is a fee-only financial advisor at Barlow Wealth Partners in Louisville, Kentucky, who holds the CFP credential. Amy focuses on retirement planning, estate & legacy planning and tax planning. Barlow Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-jones/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Barlow Wealth Partners
- **Based in:** Louisville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.35B across 1,425 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 5251493 (https://adviserinfo.sec.gov/individual/summary/5251493)
- **SEC registration:** Investment adviser representative in KY, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://barlowwealth.com

## Frequently asked questions

### Is Amy Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Barlow Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Barlow Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy Jones based?

Amy Jones is based in Louisville, Kentucky.

### What does Amy specialize in?

Amy's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Amy Jones hold?

Amy Jones holds the CFP credential.

### Is Amy Jones registered with the SEC?

Yes. Amy Jones is registered as an investment adviser representative in KY and TX (CRD 5251493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barlow Wealth Partners manage?

Barlow Wealth Partners reports $1.35B across 1,425 accounts in assets under management.

### How do I contact Amy Jones?

Through Amy's website, barlowwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5251493): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://barlowwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.