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Thomas Wright

Kpp Advisory Services LLC
22 Years of Experience
Louisville, KY
1 DisclosureBroker
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Thomas Wright is a registered investment advisor at Kpp Advisory Services LLC, based in Louisville, KY, with 22 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 3,995 clients with $1.2B in assets under management.

Kpp Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,995 clients
Average Client Portfolio
$311K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory program fees are negotiable, subject to a maximum annual fee of 2.50% (and up to 3.00% for certain third-party manager programs).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9300 Shelbyville Rd., Suite 1310, Louisville, KY, 40222

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History

Regulatory History (1)
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Judgment / Lien
September 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas operates under the DBA Kentucky Planning Partners since 2012. He also provides investment advisory services through KPP Advisory Services LLC, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Kpp Advisory Services LLC
October 2017 - Present · 9 yrs
LPL Financial LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2012 - February 2018 · 5 yrs 9 mos
Ameriprise Financial Services, INC.
October 2009 - June 2012 · 2 yrs 8 mos
Ameriprise Financial Services, INC.Broker
October 2009 - June 2012 · 2 yrs 8 mos
Ameriprise Advisor Services, INC.
January 2009 - October 2009 · 9 mos
Ameriprise Advisor Services, INC.Broker
January 2009 - October 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2006 - January 2009 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - January 2009 · 2 yrs 10 mos
Edward JonesBroker
May 2004 - April 2006 · 1 yr 11 mos
State Registrations10 states
ALCOFLILINKYMTNCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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