Firm
Equity Advisors of Kentucky
Lexington, Kentucky
Fee-only
Equity Advisors of Kentucky at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 114 individual clients, 20 of them high net worth.
- Its average account is about $267,000 (assets it manages divided by its 530 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | ea-ky.com |
| Phone | (502) 829-9244 |
Equity Advisors of Kentucky fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fee: 1.5% Calculated annually on total assets under management." source
"Fee: 1.5% Calculated annually on total assets under management." source
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 | $142 million |
| Individual clients | 94 |
| High-net-worth clients | 20 |
| Accounts managed | 530 |
| Employees | 3 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112311) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 116398 |