Bluegrass Financial Planning, LLC

Bluegrass Financial Planning, LLC 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 1 employee and 77 individual clients, 14 of them high net worth.
• Its average account is about $411,000 (assets it manages divided by its 149 accounts).

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Bluegrass Financial Planning, LLC fees

Bluegrass Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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

Advisors at this firm (1)

• Andrew Sloan

  AIF · CFP · EA

Other fee-only firms in Louisville

• Canopus Wealth Management
• Clark Financial Planning
• Cloyd Capital
• Coats Financial Planning, Inc.
• CX Institutional (Credent Wealth)
• Essa Financial LLC
• Graeter Wealth Advisors
• Highland Capital Advisors

Fee-only advisors in Kentucky