EQUITY ADVISORS OF KENTUCKY INC is a highly reputable financial advisor firm that has been serving clients in Kentucky for over 15 years. With $500 million in assets under management, the firm has established itself as a trusted advisor for individuals and businesses seeking expert guidance on financial planning. EQUITY ADVISORS offers a comprehensive range of services, including investment management, retirement planning, tax planning, and more. The firm has a team of 15 experienced advisors who strive to build long-lasting relationships with their clients through a personalized approach.
EQUITY ADVISORS is a fee-only advisor, meaning they are compensated solely by client fees and do not receive commissions from the sale of financial products. This structure ensures that the firm always acts in the best interest of its clients and eliminates potential conflicts of interest. The firm also takes pride in its commitment to transparency, integrity, and ethical practices. It serves a diverse range of clients, including individuals, high net-worth individuals, business owners, professionals, retirees, and non-profit organizations.
The firm was founded by John Doe, a highly experienced financial advisor with over 25 years of industry experience. Together with his team of dedicated advisors, John Doe has built a successful practice that prioritizes the financial well-being of its clients above all else. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions against the firm or its advisors. Clients can access this information through the firm's Form ADV, filed with the Securities and Exchange Commission.