# Eric Felty

> Eric Felty is a fee-only financial advisor at Equity Advisors of Kentucky in St Pete Beach, Florida, who holds the CFP credential. Eric charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on estate & legacy planning, tax planning and small business owners.

Page: https://find.wellspent.co/advisors/eric-felty/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Equity Advisors of Kentucky
- **Based in:** St Pete Beach, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $141.6M across 530 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6158347 (https://adviserinfo.sec.gov/individual/summary/6158347)
- **SEC registration:** Investment adviser representative in FL, KY
- **Exams passed:** Series 63 (2014), Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.ea-ky.com

## Frequently asked questions

### Is Eric Felty a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Equity Advisors of Kentucky reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric charges a percentage of assets.

### How much does Eric charge?

According to Equity Advisors of Kentucky's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.

### Where is Eric Felty based?

Eric Felty is based in St Pete Beach, Florida.

### What does Eric specialize in?

Eric's specialties include estate & legacy planning, tax planning and small business owners.

### What credentials does Eric Felty hold?

Eric Felty holds the CFP credential.

### Is Eric Felty registered with the SEC?

Yes. Eric Felty is registered as an investment adviser representative in FL and KY (CRD 6158347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Equity Advisors of Kentucky manage?

Equity Advisors of Kentucky reports $141.6M across 530 accounts in assets under management.

### How do I contact Eric Felty?

Through Eric's website, www.ea-ky.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6158347): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ea-ky.com/): specialties, clients served, and fees, checked October 30, 2026

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