# Jeffrey Lehmann

> Jeffrey Lehmann is a fee-only financial advisor at Ballast in Lexington, Kentucky. Jeffrey focuses on estate & legacy planning, tax planning and retirement planning. Ballast reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ballast
- **Based in:** Lexington, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $751.5M across 1,888 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners, Founders (pre-exit), Physicians & residents
- **Works with:** Founders, Physicians, High earners, Ultra high net worth, Pre-retirees
- **CRD:** 6996173 (https://adviserinfo.sec.gov/individual/summary/6996173)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.ballastplan.com

## Frequently asked questions

### Is Jeffrey Lehmann a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Ballast, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Lehmann based?

Jeffrey Lehmann is based in Lexington, Kentucky.

### What does Jeffrey specialize in?

Jeffrey's specialties include estate & legacy planning, tax planning, retirement planning, small business owners, founders (pre-exit) and physicians & residents. Jeffrey works with founders, physicians, high earners, ultra high net worth and pre-retirees.

### Is Jeffrey Lehmann registered with the SEC?

Yes. Jeffrey Lehmann is registered as an investment adviser representative in KY (CRD 6996173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ballast manage?

Ballast reports $751.5M across 1,888 accounts in assets under management.

### How do I contact Jeffrey Lehmann?

Through Jeffrey's website, www.ballastplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6996173): 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://ballastplan.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.