Fee-only financial advisors in Lexington, Kentucky
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Daniel Wrenne Wrenne Financial Planning Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Fon Rogers Equity Advisors of Kentucky Holds the CFP. Fees on file: percentage of assets.
- Mikhail Potapov Burl Investment Management Holds the CFA. Fees on file: percentage of assets.
- James Smith Invest Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Erik Geiser Geiser Wealth Planning, LLC Holds the CFP. Fees on file: percentage of assets.
- Eugene Castle Moneywise Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 42
- Firms
- 20
- Hold the CFP
- 40%
- Other credentials: CFA 2% · ChFC 5%
- How they charge (of 42 with fees on file): percentage of assets 81% · hourly 55% · fixed fees 50% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
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Questions about fee-only advisors in Lexington
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.
All 42 advisors in Lexington
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Wrenne | Wrenne Financial Planning | Lexington | CFP, ChFC | Flat fee or retainer, Ongoing planning fee |
| Erik Geiser | Geiser Wealth Planning, LLC | Lexington | CFP, MBA | Percentage of assets |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| David Dedman | Pulse Wealth | Lexington | ChFC | Flat fee or retainer, Ongoing planning fee |
| Fon Rogers | Equity Advisors of Kentucky | Lexington | CFP | Percentage of assets |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Trent Lakes | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Mohua Das | Crimson Oak Wealth Management | Lexington | CFP | Percentage of assets, Hourly |
| Catherine Salsman | Paragon Management | Lexington | CFP | Percentage of assets, Fixed fees |
| James Smith | Invest | Lexington | CFP | Hourly, Ongoing planning fee |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Catherine Richmond | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Kenneth Littrell | Equity Advisors of Kentucky | Lexington | Not listed | Percentage of assets |
| Eugene Castle | Moneywise | Lexington | CFP | Percentage of assets, Hourly |
| Mikhail Potapov | Burl Investment Management | Lexington | CFA | Percentage of assets |
| Brandon Smith | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Darren Williams | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Jeremy Wallace | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Jessica Bedell | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| Michael Hart | Wallace Hart Capital Management | Lexington | Not listed | Percentage of assets, Performance-based fees |
| George Pierce | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| James Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| John Thompson | Invest | Lexington | Not listed | Hourly, Ongoing planning fee |
| Warren Leet | Blue Castle Wealth | Lexington | Not listed | Percentage of assets, Hourly |
| Brian Wood | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| James Vermillion | Vermillion Private Wealth | Lexington | Not listed | Percentage of assets |
| Jonathan Pliszka | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| Hugh Baker | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Michael Don Tinio | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Chad Kobes | BRK Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| Grant Clay | New Millennium Asset Management | Lexington | Not listed | Percentage of assets, Hourly |
| Johnathon Davis | American Capital Management | Lexington | Not listed | Percentage of assets, Hourly |
| Michaela Dowdy | Wiser Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
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