Firm
Principled Wealth Advisors
Covington, Kentucky
Fee-only
Principled Wealth Advisors at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 150 individual clients, 97 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 783 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Covington, Kentucky |
|---|---|
| Website | principledwealth.net |
| Phone | (859) 957-2737 |
Principled Wealth Advisors fees
Principled 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 · Fixed fees |
|---|---|
| Assets managed | $252 million |
| Individual clients | 53 |
| High-net-worth clients | 97 |
| Accounts managed | 783 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-136333) |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 138143 |