Casey Fulp
Carriage House Planning LLC · Fisherville, Kentucky
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.
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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 |
| Assets under management | $21.1M across 91 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, KY, TX · CRD 5179021 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | carriagehouseplanning.com |
| Profile |
How Casey's firm compares
- Carriage House Planning LLC's average account is about $232,000, from its Form ADV (assets managed divided by 91 accounts).
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Questions about Casey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Carriage House 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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