# John Thompson

> John Thompson is a fee-only financial advisor at Invest in Lexington, Kentucky. John charges hourly fees and an ongoing planning fee and focuses on retirement planning and equity compensation.

Page: https://find.wellspent.co/advisors/john-thompson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Invest
- **Based in:** Lexington, Kentucky
- **Fee model:** Hourly; Ongoing planning fee
- **Assets under management (firm):** $164.6M across 699 accounts
- **Specialties:** Retirement planning, Equity compensation
- **CRD:** 2584356 (https://adviserinfo.sec.gov/individual/summary/2584356)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 63 (1995)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://invest-lex.com/

## Frequently asked questions

### Is John Thompson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Invest 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 hourly fees and an ongoing planning fee.

### Where is John Thompson based?

John Thompson is based in Lexington, Kentucky.

### What does John specialize in?

John's specialties include retirement planning and equity compensation.

### Is John Thompson registered with the SEC?

Yes. John Thompson is registered as an investment adviser representative in KY (CRD 2584356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Invest manage?

Invest reports $164.6M across 699 accounts in assets under management.

### How do I contact John Thompson?

Through John's website, invest-lex.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2584356): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://invest-lex.com/): specialties, clients served, and fees, checked October 30, 2026

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