Amy Jones
Barlow Wealth Partners · Louisville, Kentucky
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.
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Specialties
Facts
| Firm | Barlow Wealth Partners |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 1,425 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 5251493 |
| Exams passed | Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | barlowwealth.com |
How Amy's firm compares
- Barlow Wealth Partners's average account is about $949,000, from its Form ADV (assets managed divided by 1,425 accounts).
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Barlow Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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