Jeremy Wallace
Wallace Hart Capital Management · Lexington, Kentucky
Jeremy Wallace is a fee-only financial advisor at Wallace Hart Capital Management in Lexington, Kentucky. Jeremy focuses on retirement planning, tax planning and estate & legacy planning. Wallace Hart Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Wallace Hart Capital Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $264.0M across 873 accounts |
| SEC registration | Investment adviser representative in KY · CRD 3040496 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wallacehart.com |
| Profile |
How Jeremy's firm compares
- Wallace Hart Capital Management's average account is about $302,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Jeremy
Is Jeremy Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Wallace Hart Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Wallace Hart Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Jeremy Wallace based?
Jeremy Wallace is based in Lexington, Kentucky.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning, tax planning and estate & legacy planning. Jeremy works with founders and retirees.
Is Jeremy Wallace registered with the SEC?
Yes. Jeremy Wallace is registered as an investment adviser representative in KY (CRD 3040496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallace Hart Capital Management manage?
Wallace Hart Capital Management reports $264.0M across 873 accounts in assets under management.
How do I contact Jeremy Wallace?
Through Jeremy's website, www.wallacehart.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
- Wallace Hart Capital Management 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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