Lucas Fenwick
Fenwick Financial · Bardstown, Kentucky
Lucas Fenwick is a fee-only financial advisor at Fenwick Financial in Bardstown, Kentucky. Fenwick Financial reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Fenwick Financial |
|---|---|
| Based in | Bardstown, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $1.8M across 41 accounts |
| SEC registration | Investment adviser representative in KY · CRD 7934828 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | profit.ly/user/luke_fenwick |
How Lucas's firm compares
- Fenwick Financial's average account is about $44,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Lucas
Is Lucas Fenwick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucas holds no broker registration, and Fenwick Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucas charge for financial advice?
Lucas's firm, Fenwick Financial, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Lucas Fenwick based?
Lucas Fenwick is based in Bardstown, Kentucky.
Is Lucas Fenwick registered with the SEC?
Yes. Lucas Fenwick is registered as an investment adviser representative in KY (CRD 7934828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fenwick Financial manage?
Fenwick Financial reports $1.8M across 41 accounts in assets under management.
How do I contact Lucas Fenwick?
Through Lucas's website, profit.ly/user/luke_fenwick.
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
- 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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