Ron Rhoades
Scholar Financial · Bowling Green, Kentucky
Ron Rhoades is a fee-only financial advisor at Scholar Financial in Bowling Green, Kentucky, who holds the CFP and JD credentials. Ron charges a percentage of assets (ongoing planning from $7,500 a year and 0.75% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Scholar Financial |
|---|---|
| Based in | Bowling Green, Kentucky |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $7,500 a year · 0.75% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.25B across 4,262 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in KY · CRD 4458963 |
| Exams passed | Series 65 (2001) |
| Firm size | 69 employees |
| Disclosures | None reported |
| Website | scholarfinancial.com |
| Profile |
How Ron's firm compares
- Ongoing planning starts at $7,500 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Scholar Financial's average account is about $294,000, from its Form ADV (assets managed divided by 4,262 accounts).
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Questions about Ron
Is Ron Rhoades a fee-only financial advisor?
Yes. Ron Rhoades is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ron's firm.
How does Ron charge for financial advice?
Ron charges a percentage of assets.
How much does Ron charge?
According to Scholar Financial's website, checked October 28, 2026: ongoing planning from $7,500 a year; 0.75% a year on the first tier of assets managed.
Where is Ron Rhoades based?
Ron Rhoades is based in Bowling Green, Kentucky.
What does Ron specialize in?
Ron's specialties include retirement planning and tax planning.
What credentials does Ron Rhoades hold?
Ron Rhoades holds the CFP and JD credentials.
Is Ron Rhoades registered with the SEC?
Yes. Ron Rhoades is registered as an investment adviser representative in KY (CRD 4458963), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Scholar Financial manage?
Scholar Financial reports $1.25B across 4,262 accounts in assets under management.
How do I contact Ron Rhoades?
Through Ron's website, scholarfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Scholar Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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