Firm
Jennings & Associates Financial Advisors
Paducah, Kentucky
Fee-only
Jennings & Associates Financial Advisors at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 8 employees and 680 individual clients, 176 of them high net worth.
- Its average account is about $215,000 (assets it manages divided by its 1,117 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Paducah, Kentucky |
|---|---|
| Website | jenningsfinancialadvisors.com |
| Phone | (270) 448-1010 |
Jennings & Associates Financial Advisors fees
Jennings & Associates Financial 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $240 million |
| Individual clients | 504 |
| High-net-worth clients | 176 |
| Accounts managed | 1,117 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128650) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 312706 |