John Thompson
Invest · Lexington, Kentucky
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.
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Specialties
Facts
| Firm | Invest |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $164.6M across 699 accounts |
| SEC registration | Investment adviser representative in KY · CRD 2584356 |
| Exams passed | Series 63 (1995) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | invest-lex.com |
How John's firm compares
- Invest's average account is about $235,000, from its Form ADV (assets managed divided by 699 accounts).
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Questions about John
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.
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
- Invest 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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