Eric Felty
Equity Advisors of Kentucky · St Pete Beach, Florida
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.
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Specialties
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 | $141.6M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, KY · CRD 6158347 |
| Exams passed | Series 63 (2014) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.ea-ky.com |
How Eric's firm compares
- Equity Advisors of Kentucky's average account is about $267,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Eric
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.
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
- Equity Advisors of Kentucky website : specialties, clients served, and fees, checked October 30, 2026
- 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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