Kip Hutto
Kip Hutto is a registered investment advisor at Wealth Management of Kentucky, INC., based in Lexington, KY, with 16 years of industry experience. Kip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 87 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. If third-party money managers are used, the client will never pay over 2% for the combined services.
Fee Estimator
Location
444 E Main Street, Suite 112, Lexington, KY, 40507
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2024Judgment / Lien
September 2022Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Kip is an insurance agent selling life insurance, annuities, disability insurance, long-term care, and health insurance since 2016, dedicating a few hours per week. Kip is also the owner and president of Hutto Financial Strategies since January 2023, but spends no time on it.
Employment History
Current Registrations
Wealth Management of Kentucky, INC.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Nylife Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.