Firm
Plentiful Wealth
Louisville, Kentucky
Fee-only
Plentiful 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 2 employees and 79 individual clients, 14 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 192 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | plentifulwealth.com |
| Phone | (606) 775-0246 |
Plentiful Wealth 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$500,000 account minimum; $1,000 minimum annual fee" 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 |
|---|---|
| Assets managed | $45 million |
| Individual clients | 65 |
| High-net-worth clients | 14 |
| Accounts managed | 192 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 312250 |