Luke Merry
Principled Wealth Advisors · Covington, Kentucky
Luke Merry is a fee-only financial advisor at Principled Wealth Advisors in Covington, Kentucky, who holds the CFP credential. Principled Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Principled Wealth Advisors |
|---|---|
| Based in | Covington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $252.1M across 783 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, TX · CRD 6203568 |
| Exams passed | Series 63 (2015) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.principledwealth.net |
| Profile |
How Luke's firm compares
- Principled Wealth Advisors's average account is about $322,000, from its Form ADV (assets managed divided by 783 accounts).
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Questions about Luke
Is Luke Merry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Principled Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke's firm, Principled Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luke Merry based?
Luke Merry is based in Covington, Kentucky.
What credentials does Luke Merry hold?
Luke Merry holds the CFP credential.
Is Luke Merry registered with the SEC?
Yes. Luke Merry is registered as an investment adviser representative in KY and TX (CRD 6203568), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Principled Wealth Advisors manage?
Principled Wealth Advisors reports $252.1M across 783 accounts in assets under management.
How do I contact Luke Merry?
Through Luke's website, www.principledwealth.net.
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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