John Boardman
Ballast · Lexington, Kentucky
John Boardman is a fee-only financial advisor at Ballast in Lexington, Kentucky, who holds the CFP credential. John 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.
Request an introduction to John →
Specialties
Who they serve
- Founders
- Physicians
- High earners
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Ballast |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $751.5M across 1,888 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 4595652 |
| Exams passed | Series 63 (2004) · Series 65 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.ballastplan.com |
| Profile |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Boardman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Ballast, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Boardman based?
John Boardman is based in Lexington, Kentucky.
What does John specialize in?
John's specialties include estate & legacy planning, tax planning, retirement planning, small business owners, founders (pre-exit) and physicians & residents. John works with founders, physicians, high earners, ultra high net worth and pre-retirees.
What credentials does John Boardman hold?
John Boardman holds the CFP credential.
Is John Boardman registered with the SEC?
Yes. John Boardman is registered as an investment adviser representative in KY, OH and TX (CRD 4595652), 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 John Boardman?
Through John's website, www.ballastplan.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
- Ballast 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.
See something wrong? Request a correction. Read our methodology.