# Casey Fulp

> Casey Fulp is a fee-only financial advisor at Carriage House Planning LLC in Fisherville, Kentucky, who holds the CFP credential. Carriage House Planning LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/casey-fulp/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Carriage House Planning LLC
- **Based in:** Fisherville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.1M across 91 accounts
- **Credentials:** CFP
- **CRD:** 5179021 (https://adviserinfo.sec.gov/individual/summary/5179021)
- **SEC registration:** Investment adviser representative in FL, KY, TX
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://carriagehouseplanning.com

## Frequently asked questions

### Is Casey Fulp a fee-only financial advisor?

Yes. Casey Fulp is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Casey's firm.

### How does Casey charge for financial advice?

Casey's firm, Carriage House Planning LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Casey Fulp based?

Casey Fulp is based in Fisherville, Kentucky.

### What credentials does Casey Fulp hold?

Casey Fulp holds the CFP credential.

### Is Casey Fulp registered with the SEC?

Yes. Casey Fulp is registered as an investment adviser representative in FL, KY and TX (CRD 5179021), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Carriage House Planning LLC manage?

Carriage House Planning LLC reports $21.1M across 91 accounts in assets under management.

### How do I contact Casey Fulp?

Through Casey's website, carriagehouseplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/casey-fulp-10121): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.carriagehouseplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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