Jeremy Atkinson
Kinson Wealth Group LLC · Louisville, Kentucky
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $777K across 10 accounts |
| Credentials | CFP · CKA |
| SEC registration | Investment adviser representative in KY · CRD 5877677 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kinsonwealth.com |
| Profile |
How Jeremy's firm compares
- Kinson Wealth Group LLC's average account is about $78,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Jeremy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Kinson Wealth Group LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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