Jeremy Atkinson

Advisor at Kinson Wealth Group LLC

Updated today
Kinson Wealth Group LLC logo

Firm

Kinson Wealth Group LLC

Location

Louisville, KY

Credentials

CFP®

Industry experience

9 years

About

Kinson Wealth Group helps business owners, families and individuals live boldly with their wealth, have impact that matters and leave a lasting legacy. We guide clients through financial planning processes that align their values and purpose with their financial resources.

What we do:

  • We help clients DISCOVER and communicate what's most important to them
  • We help clients evaluate their current situation, then DETERMINE the best alternatives and strategies for achieving their financial goals
  • We help guide and DIRECT clients along their journey of pursuing their goals

Client services

Based on Kinson Wealth Group LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Business ownership considerations Charitable giving & philanthropy

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Christian Faith Based

Fee options

Fixed

Initial financial plan fee up to $2,500; Project-Based Financial Planning fixed fees range from $2,400 to $30,000; Educational Seminars fees from $250 to $1,000 per seminar; Ongoing Financial Planning fixed fees range from $200 to $2,500 per month or $600 to $7,500 per quarter

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%

Project-based

Financial Planning services hourly fees range from $300 to $700 per hour

Other

Fee-only: Fee-only firm, compensation only from clients for services

Location

Louisville, KY

Most active in

Kentucky

Work history

Kinson Wealth Group, LLC

2024 - Present (2 years)

Blue Trust

2019 - 2024 (5 years)

ERENETA FINANCIAL GROUP (dba LEGACY WEALTH ADVISORS)

2015 - 2019 (4 years)

Raymond James financial Services

2015 - 2019 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul S

CFA®, Series 63, Series 66

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Active portfolio management Private / alternative investments

Elijah E

CFP®

Louisville, KY

Essa Financial LLC

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Inherited wealth Educators, Teachers, and Academics Young Professionals Gen Y/Millennials (Born 1980-1995)
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Matthew D

Series 66

New Albany, IN

Trimingham Financial

General retirement planning General tax planning Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.)
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William B

Series 63, Series 65

Georgetown, IN

Bowers Capital Management

Options & derivatives strategies Factor investing / smart beta
user avatar

Anita L

CFP®, Series 66

Louisville, KY

Inspire Private Wealth Management

General retirement planning Divorce financial planning General tax planning Wealth management
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Andrew S

CFP®, Series 65

Louisville, KY

Bluegrass Financial Planning, LLC

General retirement planning
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