Jeremy Atkinson
Advisor at Kinson Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Kinson Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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:
Based on Kinson Wealth Group LLC
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
$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%
Financial Planning services hourly fees range from $300 to $700 per hour
Fee-only: Fee-only firm, compensation only from clients for services
Louisville, KY
Kentucky
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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