John Klein
Lockshield Partners · Glasgow, Kentucky
John Klein is a fee-only financial advisor at Lockshield Partners in Glasgow, Kentucky. John charges a percentage of assets and an ongoing planning fee (1.1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Lockshield Partners |
|---|---|
| Based in | Glasgow, Kentucky |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1.1% a year on the first tier of assets managed |
| Assets under management | $290.6M across 1,717 accounts |
| SEC registration | Investment adviser representative in KY · CRD 8231227 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.lockshieldpartners.com |
How John's firm compares
- Lockshield Partners's average account is about $169,000, from its Form ADV (assets managed divided by 1,717 accounts).
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Questions about John
Is John Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Lockshield Partners 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 charges a percentage of assets and an ongoing planning fee.
How much does John charge?
According to Lockshield Partners's website, checked October 30, 2026: 1.1% a year on the first tier of assets managed.
Where is John Klein based?
John Klein is based in Glasgow, Kentucky.
What does John specialize in?
John's specialties include retirement planning, estate & legacy planning and tax planning.
Is John Klein registered with the SEC?
Yes. John Klein is registered as an investment adviser representative in KY (CRD 8231227), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lockshield Partners manage?
Lockshield Partners reports $290.6M across 1,717 accounts in assets under management.
How do I contact John Klein?
Through John's website, www.lockshieldpartners.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
- Lockshield Partners 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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