Andrew Sloan
Bluegrass Financial Planning, LLC · Louisville, Kentucky
Andrew Sloan is a fee-only financial advisor at Bluegrass Financial Planning, LLC in Louisville, Kentucky, who holds the AIF, CFP and EA credentials. Andrew charges hourly fees and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Bluegrass Financial Planning, LLC |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model | Hourly |
| Assets under management | $61.2M across 149 accounts |
| Credentials | AIF · CFP · EA · MBA |
| SEC registration | Investment adviser representative in IN, KY · CRD 6273225 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bluegrassfinancialplanning.com |
How Andrew's firm compares
- Bluegrass Financial Planning, LLC's average account is about $411,000, from its Form ADV (assets managed divided by 149 accounts).
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Questions about Andrew
Is Andrew Sloan a fee-only financial advisor?
Yes. Andrew Sloan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.
How does Andrew charge for financial advice?
Andrew charges hourly fees.
Where is Andrew Sloan based?
Andrew Sloan is based in Louisville, Kentucky.
What does Andrew specialize in?
Andrew's specialties include retirement planning and tax planning. Andrew works with pre-retirees and retirees.
What credentials does Andrew Sloan hold?
Andrew Sloan holds the AIF, CFP, EA and MBA credentials.
Is Andrew Sloan registered with the SEC?
Yes. Andrew Sloan is registered as an investment adviser representative in IN and KY (CRD 6273225), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bluegrass Financial Planning, LLC manage?
Bluegrass Financial Planning, LLC reports $61.2M across 149 accounts in assets under management.
How do I contact Andrew Sloan?
Through Andrew's website, bluegrassfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bluegrass Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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