EQUITY ADVISORS OF KENTUCKY
FINANCIAL PLANNING
TAX PREPARATION AND RESOLUTION
ESTATE PLANNING
WORK WE LOVE, WITH PEOPLE WE LIKE
about us.
Mission Statement
Our objective is to provide personalized comprehensive financial planning to clients at a reasonable cost. We offer clients many services including retirement and estate planning, income tax planning and preparation, investment and financial related advice and business consulting. We value the opportunity to educate and empower clients with tools needed to take control of their financial future.
What Sets Us Apart From Other Financial Planning Agencies?
We provide personalized service, communication, and advice for each client regardless of asset level.
Our focus.
Financial Planning
Give top-notch personalized customer assistance, with polite, speedy service, and provide Excellent, Accurate Financial Products.
Tax Preparation
Our tax strategy plays a primary role in your financial planning package. We also prepare taxes for individuals, businesses and provide a tax resolution option for clients.
Estate Planning
We offer a wide variety of estate planning options to lower tax debt and to provide the easiest, best family transition for the inevitable passing of loved ones.
Business Consulting
We are happy to consult with small business owners to streamline operations, improve efficiency and help with your local, state and federal tax needs.
Our team.
Fon Rogers
President, Owner, CFP
Eric Felty
Tax Director, Owner, CFP, CPA
Karen Felty
Logistics Coordinator
Allister Littrell
Paraplanner
$115,000,000+
Assets Under Management as of 01/01/2024
30+ years
Proven success
200
Annual Tax Clients
1,000,000
Smiles and unlimited gratitude
World Headquarters
Financial Planning Client Categories
LAMA
Assets under $400,00
Fee: 1.5% Calculated annually on total assets under management. One-fourth of which (0.375%) is charged each quarter.
(Limited Asset Management Agreement)
Fixed Fee
Assets $400,000 and up
Fee: 0.6% to 1.3% (depending on asset totals)
Calculated annually on total assets under management. One-fourth of which is charged each quarter.
Growth
Assets $1,100,000 and up
Fee: 0.1% – 0.8% (depending on asset totals)
Calculated annually on total assets under management. One-fourth of which is charged each quarter.
Plus appreciation fee, depending on growth of the portfolio.
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Get in Touch
Here for you
Call us 24/7. We are there for your support 502-829-9244
Our Goal
Always try to respond to a client inquiry in a timely and thorough manner.
Where to find us
2201 Regency Rd, Suite 504, Lexington, KY 40503
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