Chad Lively
Lively Financial LLC · Newport, Kentucky
Chad Lively is a fee-only financial advisor at Lively Financial LLC in Newport, Kentucky, who holds the CFP and EA credentials. Lively Financial LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lively Financial LLC |
|---|---|
| Based in | Newport, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.4M across 35 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in KY, OH · CRD 7292693 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | livelyfinancial.net |
| Profile |
How Chad's firm compares
- Lively Financial LLC's average account is about $40,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Chad
Is Chad Lively a fee-only financial advisor?
Yes. Chad Lively 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 Chad's firm.
How does Chad charge for financial advice?
Chad's firm, Lively Financial LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chad Lively based?
Chad Lively is based in Newport, Kentucky.
What credentials does Chad Lively hold?
Chad Lively holds the CFP and EA credentials.
Is Chad Lively registered with the SEC?
Yes. Chad Lively is registered as an investment adviser representative in KY and OH (CRD 7292693), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lively Financial LLC manage?
Lively Financial LLC reports $1.4M across 35 accounts in assets under management.
How do I contact Chad Lively?
Through Chad's website, livelyfinancial.net.
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
- Lively Financial 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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