Fon Rogers
Equity Advisors of Kentucky · Lexington, Kentucky
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.
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Specialties
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 | $141.6M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY · CRD 6741511 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ea-ky.com |
| Profile |
How Fon'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 Fon
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.
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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