Firm
Access Wealth Management
Louisville, Kentucky
Fee-only
Access Wealth Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 5 employees and 157 individual clients, 116 of them high net worth.
- Its average account is about $437,000 (assets it manages divided by its 819 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | accesswm.com |
| Phone | (502) 292-5500 |
Access Wealth Management fees
Access Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Performance-based fees |
|---|---|
| Assets managed | $358 million |
| Individual clients | 41 |
| High-net-worth clients | 116 |
| Accounts managed | 819 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135370) |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 339285 |