# Jeremy Atkinson

> Jeremy Atkinson is a fee-only financial advisor at Kinson Wealth Group LLC in Louisville, Kentucky, who holds the CFP and CKA credentials. Jeremy focuses on small business owners and family wealth transfer. Kinson Wealth Group LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-atkinson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Kinson Wealth Group LLC
- **Based in:** Louisville, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $777K across 10 accounts
- **Credentials:** CFP, CKA
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5877677 (https://adviserinfo.sec.gov/individual/summary/5877677)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kinsonwealth.com

## Frequently asked questions

### Is Jeremy Atkinson a fee-only financial advisor?

Yes. Jeremy Atkinson is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeremy's firm.

### How does Jeremy charge for financial advice?

Jeremy's firm, Kinson Wealth Group LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeremy Atkinson based?

Jeremy Atkinson is based in Louisville, Kentucky.

### What does Jeremy specialize in?

Jeremy's specialties include small business owners and family wealth transfer. Jeremy works with multi-generational families.

### What credentials does Jeremy Atkinson hold?

Jeremy Atkinson holds the CFP and CKA credentials.

### Is Jeremy Atkinson registered with the SEC?

Yes. Jeremy Atkinson is registered as an investment adviser representative in KY (CRD 5877677), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kinson Wealth Group LLC manage?

Kinson Wealth Group LLC reports $777K across 10 accounts in assets under management.

### How do I contact Jeremy Atkinson?

Through Jeremy's website, kinsonwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeremy-atkinson-64765): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://kinsonwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.