Don Graeter
Graeter Wealth Advisors · Louisville, Kentucky
Don Graeter is a fee-only financial advisor at Graeter Wealth Advisors in Louisville, Kentucky. Graeter Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Graeter Wealth Advisors |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $104.9M across 341 accounts |
| SEC registration | Investment adviser representative in KY · CRD 1064731 |
| Exams passed | Series 63 (1982) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.graeterwealth.com |
How Don's firm compares
- Graeter Wealth Advisors's average account is about $308,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Don
Is Don Graeter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Don holds no broker registration, and Graeter Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Don charge for financial advice?
Don's firm, Graeter Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Don Graeter based?
Don Graeter is based in Louisville, Kentucky.
Is Don Graeter registered with the SEC?
Yes. Don Graeter is registered as an investment adviser representative in KY (CRD 1064731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Graeter Wealth Advisors manage?
Graeter Wealth Advisors reports $104.9M across 341 accounts in assets under management.
How do I contact Don Graeter?
Through Don's website, www.graeterwealth.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
- 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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