Firm
Scholar Financial
Bowling Green, Kentucky
Fee-only
Scholar Financial 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 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Bowling Green, Kentucky |
|---|---|
| Website | scholarfinancial.com |
| [email protected] | |
| Phone | (270) 904-2728 |
Scholar Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,500 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"First $2,000,000: 0.75%" source
"Scholar Financial has a minimum annual fee of $7,500." 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 | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |