Jereme Ransick
Principled Wealth Advisors · Covington, Kentucky
Jereme Ransick is a fee-only financial advisor at Principled Wealth Advisors in Covington, Kentucky, who holds the CFP credential. Principled Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Principled Wealth Advisors |
|---|---|
| Based in | Covington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $252.1M across 783 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 4746247 |
| Exams passed | Series 66 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.principledwealth.net |
| Profile |
How Jereme's firm compares
- Principled Wealth Advisors's average account is about $322,000, from its Form ADV (assets managed divided by 783 accounts).
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Questions about Jereme
Is Jereme Ransick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jereme holds no broker registration, and Principled Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jereme charge for financial advice?
Jereme's firm, Principled Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jereme Ransick based?
Jereme Ransick is based in Covington, Kentucky.
What credentials does Jereme Ransick hold?
Jereme Ransick holds the CFP credential.
Is Jereme Ransick registered with the SEC?
Yes. Jereme Ransick is registered as an investment adviser representative in KY and TX (CRD 4746247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Principled Wealth Advisors manage?
Principled Wealth Advisors reports $252.1M across 783 accounts in assets under management.
How do I contact Jereme Ransick?
Through Jereme's website, www.principledwealth.net.
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
- 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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