Firm
Blacksummit Financial Group
Nicholasville, Kentucky
Fee-only
Blacksummit Financial Group at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 6 employees and 45 individual clients, 19 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 95 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Nicholasville, Kentucky |
|---|---|
| Website | blacksummitfg.com |
| Phone | (859) 619-0014 |
Blacksummit Financial Group fees
Blacksummit Financial Group 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $98 million |
| Individual clients | 26 |
| High-net-worth clients | 19 |
| Accounts managed | 95 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-78895) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 153886 |