Firm
Ricketts Financial
Louisville, Kentucky
Fee-only
Ricketts Financial 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 3 employees and 115 individual clients, 49 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 288 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Louisville, Kentucky |
|---|---|
| Website | ricketts-financial.com |
| [email protected] | |
| Phone | (502) 396-4055 |
Ricketts Financial fees
Ricketts Financial 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 | $314 million |
| Individual clients | 66 |
| High-net-worth clients | 49 |
| Accounts managed | 288 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-118963) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 309381 |