Firm
Canopus Wealth Management
Louisville, Kentucky
Fee-only
Canopus Wealth Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 42 individual clients, 5 of them high net worth.
- Its average account is about $673,000 (assets it manages divided by its 125 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | canopuswealthmanagement.com |
| Phone | (502) 882-0820 |
Canopus Wealth Management fees
Canopus 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 |
|---|---|
| Assets managed | $84 million |
| Individual clients | 37 |
| High-net-worth clients | 5 |
| Accounts managed | 125 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 30, 2026 |
| SEC record | CRD 287946 |