# Fon Rogers

> Fon Rogers is a fee-only financial advisor at Equity Advisors of Kentucky in Lexington, Kentucky, who holds the CFP credential. Fon 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/fon-rogers/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Equity Advisors of Kentucky
- **Based in:** Lexington, Kentucky
- **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:** 6741511 (https://adviserinfo.sec.gov/individual/summary/6741511)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.ea-ky.com

## Frequently asked questions

### Is Fon Rogers a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Fon 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 Fon charge for financial advice?

Fon charges a percentage of assets.

### How much does Fon 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 Fon Rogers based?

Fon Rogers is based in Lexington, Kentucky.

### What does Fon specialize in?

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

### What credentials does Fon Rogers hold?

Fon Rogers holds the CFP credential.

### Is Fon Rogers registered with the SEC?

Yes. Fon Rogers is registered as an investment adviser representative in KY (CRD 6741511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### 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 Fon Rogers?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6741511): 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.