Josh Ackerman
Josh Ackerman is a CFP, ChFC-designated registered investment advisor at Context Financial LLC, based in Lexington, KY, with 14 years of industry experience. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 67 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Location
120 Kentucky Ave., Suite 120, Lexington, KY, 40502
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josh is an independent licensed insurance agent and will offer clients advice or products from those activities, which creates a conflict of interest. He is also an instructor at the Gatton College of Business & Economics, dedicating a few hours per week to this role for six months of the year.
Employment History
Current Registrations
Context Financial LLC
Previous Registrations
LPL Financial LLC
Wilson Financial Services INC.
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.