Kentucky Planning Partners Advisory Services, LLC is a registered investment advisor founded in 2005 and based in Louisville, Kentucky. Kentucky Planning Partners Advisory Services offers comprehensive financial planning, investment management, wealth management, and retirement plan consulting for individuals, families, trusts, estates, and business owners. The firm acts legally required to act in your best interest and provides personalized strategies tailored to each client's goals, time horizons, and risk tolerance. While most clients choose bundled wealth management services, standalone investment management and standalone financial planning are also available. The firm utilizes various third-party platforms and custodians, such as LPL Financial and Fidelity, to execute investment strategies primarily using mutual funds, exchange-traded funds, and individual securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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).