Firm
Graeter Wealth Advisors
Louisville, Kentucky
Fee-only
Graeter Wealth Advisors at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 85 individual clients, 30 of them high net worth.
- Its average account is about $308,000 (assets it manages divided by its 341 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | graeterwealth.com |
| Phone | (502) 625-1996 |
Graeter Wealth Advisors fees
Graeter Wealth Advisors 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 | $105 million |
| Individual clients | 55 |
| High-net-worth clients | 30 |
| Accounts managed | 341 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-135337) |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 170046 |