Firm
CX Institutional (Credent Wealth)
Louisville, Kentucky
Fee-only
CX Institutional (Credent Wealth) 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 130 employees and 4,553 individual clients, 1,556 of them high net worth.
- Its average account is about $325,000 (assets it manages divided by its 13,723 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | credentwealth.com |
| [email protected] | |
| Phone | (502) 589-1772 |
CX Institutional (Credent Wealth) fees
CX Institutional (Credent Wealth) doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $4.5 billion |
| Individual clients | 2,997 |
| High-net-worth clients | 1,556 |
| Accounts managed | 13,723 |
| Employees | 130 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112742) |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 292627 |