Casey Fulp is a CFP-designated registered investment advisor at Carriage House Planning LLC, based in Fisherville, KY, with 14 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 31 clients with $19M 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 $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Style A: Comprehensive Wealth Planning & Investment Management. Fees are negotiable. Minimum account size: $500,000. Style B: Annual Financial Planning + Optional Investment Management: $0 - $500,000: 0.80% per year. This style also includes an annual financial planning fee of $2,500 per year. Style C: Investment Management ONLY: First $1,000,000: 1.00% per year; Next $1,000,000: 0.90% per year; Amounts above $2,000,000: 0.80% per year.
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Contact
Casey Fulp
Location
Fisherville, KY
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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 →Employment History
Current Registrations
Carriage House Planning LLC
Previous Registrations
Waller & Wax Advisors, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 states
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.
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