# Fee-only financial advisors in Lexington, Kentucky > Start with a fee-only advisor in Lexington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Daniel Wrenne of Wrenne Financial Planning, Fon Rogers of Equity Advisors of Kentucky and Mikhail Potapov of Burl Investment Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/kentucky/lexington/ 42 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Lexington? Start with a fee-only advisor in Lexington whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Daniel Wrenne of Wrenne Financial Planning, Fon Rogers of Equity Advisors of Kentucky and Mikhail Potapov of Burl Investment Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Lexington are there? The Wellspent public graph lists 42 fee-only advisors in Lexington, at 20 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Lexington focus on? The most common focus among fee-only advisors in Lexington is retirement planning (26), followed by estate planning (23) and tax planning (22). Advisors can list more than one. ## How do fee-only advisors in Lexington charge? The most common fee among fee-only advisors in Lexington is a percentage of assets, used by 81% of the 42 with fees on file. Many use more than one: 55% charge by the hour and 50% charge fixed fees. ## How many fee-only advisors in Lexington hold the CFP? 40% of the 42 fee-only advisors in Lexington hold the CFP certification, based on the credentials listed on each record. ## Does Kentucky tax income on top of federal tax? Yes. Kentucky has a state income tax, so a financial plan for a Kentucky resident should project it alongside federal tax. ## Is there a local income tax in Kentucky? Yes. In Kentucky, many cities and counties add an occupational tax. ## How current is this list of fee-only advisors in Lexington? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Daniel Wrenne](https://find.wellspent.co/advisors/daniel-wrenne.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP, ChFC | Flat fee or retainer, Ongoing planning fee | | [Erik Geiser](https://find.wellspent.co/advisors/erik-geiser.md) | Geiser Wealth Planning, LLC | Lexington, Kentucky | CFP, MBA | Percentage of assets | | [Andrew Reynolds](https://find.wellspent.co/advisors/andrew-reynolds.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Burton](https://find.wellspent.co/advisors/brian-burton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Cameron Hamilton](https://find.wellspent.co/advisors/cameron-hamilton.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [David Dedman](https://find.wellspent.co/advisors/david-dedman.md) | Pulse Wealth | Lexington, Kentucky | ChFC | Flat fee or retainer, Ongoing planning fee | | [Fon Rogers](https://find.wellspent.co/advisors/fon-rogers.md) | Equity Advisors of Kentucky | Lexington, Kentucky | CFP | Percentage of assets | | [Frank Yozwiak](https://find.wellspent.co/advisors/frank-yozwiak.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [John Boardman](https://find.wellspent.co/advisors/john-boardman.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Trent Lakes](https://find.wellspent.co/advisors/trent-lakes.md) | Ballast | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Mohua Das](https://find.wellspent.co/advisors/mohua-das.md) | Crimson Oak Wealth Management | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Catherine Salsman](https://find.wellspent.co/advisors/catherine-salsman.md) | Paragon Management | Lexington, Kentucky | CFP | Percentage of assets, Fixed fees | | [James Smith](https://find.wellspent.co/advisors/james-smith.md) | Invest | Lexington, Kentucky | CFP | Hourly, Ongoing planning fee | | [John York](https://find.wellspent.co/advisors/john-york-7305948.md) | ProActive Advisors | Lexington, Kentucky | | Percentage of assets, One-time planning fee, Hourly | | [Lawrence York](https://find.wellspent.co/advisors/lawrence-york.md) | ProActive Advisors | Lexington, Kentucky | | Percentage of assets, One-time planning fee, Hourly | | [Catherine Richmond](https://find.wellspent.co/advisors/catherine-richmond.md) | Ballast | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Lehmann](https://find.wellspent.co/advisors/jeffrey-lehmann.md) | Ballast | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Littrell](https://find.wellspent.co/advisors/kenneth-littrell.md) | Equity Advisors of Kentucky | Lexington, Kentucky | | Percentage of assets | | [Eugene Castle](https://find.wellspent.co/advisors/eugene-castle.md) | Moneywise | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Mikhail Potapov](https://find.wellspent.co/advisors/mikhail-potapov.md) | Burl Investment Management | Lexington, Kentucky | CFA | Percentage of assets | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith-7972265.md) | Wallace Hart Capital Management | Lexington, Kentucky | | Percentage of assets, Performance-based fees | | [Darren Williams](https://find.wellspent.co/advisors/darren-williams.md) | Wallace Hart Capital Management | Lexington, Kentucky | | Percentage of assets, Performance-based fees | | [Dylan Jones](https://find.wellspent.co/advisors/dylan-jones.md) | Paragon Management | Lexington, Kentucky | | Percentage of assets, Fixed fees | | [Emily Johns](https://find.wellspent.co/advisors/emily-johns.md) | Paragon Management | Lexington, Kentucky | | Percentage of assets, Fixed fees | | [Jeremy Wallace](https://find.wellspent.co/advisors/jeremy-wallace.md) | Wallace Hart Capital Management | Lexington, Kentucky | | Percentage of assets, Performance-based fees | | [Jessica Bedell](https://find.wellspent.co/advisors/jessica-bedell.md) | Wallace Hart Capital Management | Lexington, Kentucky | | Percentage of assets, Performance-based fees | | [Michael Hart](https://find.wellspent.co/advisors/michael-hart.md) | Wallace Hart Capital Management | Lexington, Kentucky | | Percentage of assets, Performance-based fees | | [George Pierce](https://find.wellspent.co/advisors/george-pierce.md) | Invest | Lexington, Kentucky | | Hourly, Ongoing planning fee | | [James Thompson](https://find.wellspent.co/advisors/james-thompson.md) | Invest | Lexington, Kentucky | | Hourly, Ongoing planning fee | | [John Thompson](https://find.wellspent.co/advisors/john-thompson.md) | Invest | Lexington, Kentucky | | Hourly, Ongoing planning fee | | [Warren Leet](https://find.wellspent.co/advisors/warren-leet.md) | Blue Castle Wealth | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Brian Wood](https://find.wellspent.co/advisors/brian-wood.md) | High Knoll Wealth Advisors | Lexington, Kentucky | | Percentage of assets | | [James Vermillion](https://find.wellspent.co/advisors/james-vermillion.md) | Vermillion Private Wealth | Lexington, Kentucky | | Percentage of assets | | [Jonathan Pliszka](https://find.wellspent.co/advisors/jonathan-pliszka.md) | High Knoll Wealth Advisors | Lexington, Kentucky | | Percentage of assets | | [Hugh Baker](https://find.wellspent.co/advisors/hugh-baker.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP | Fixed fees | | [Michael Don Tinio](https://find.wellspent.co/advisors/michael-don-tinio.md) | Wrenne Financial Planning | Lexington, Kentucky | CFP | Fixed fees | | [Ramsey Bova](https://find.wellspent.co/advisors/ramsey-bova.md) | Moneywatch Advisors | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Byars](https://find.wellspent.co/advisors/stephen-byars.md) | Moneywatch Advisors | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees | | [Chad Kobes](https://find.wellspent.co/advisors/chad-kobes.md) | BRK Wealth Management | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Grant Clay](https://find.wellspent.co/advisors/grant-clay.md) | New Millennium Asset Management | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | | [Johnathon Davis](https://find.wellspent.co/advisors/johnathon-davis.md) | American Capital Management | Lexington, Kentucky | | Percentage of assets, Hourly | | [Michaela Dowdy](https://find.wellspent.co/advisors/michaela-dowdy.md) | Wiser Wealth Management | Lexington, Kentucky | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).