Advisor at BlackSummit Financial Group, Inc.
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.
Firm
BlackSummit Financial Group, Inc.
Location
Nicholasville, KY
Credentials
Series 65
Industry experience
14 years
John Charalambakis is a financial advisor at BlackSummit Financial Group, Inc. in Nicholasville, KY, holding a Series 65 license with 14 years of industry experience. He has been with BlackSummit since 2010 and serves as an adjunct professor of economics at the University of Kentucky’s Patterson School of Diplomacy and International Commerce. Outside of advising, he is involved in business consulting and investment holding through several private entities and oversees a business research software company. BlackSummit Financial Group serves individuals, trusts, estates, retirement plans, and corporate clients, offering asset management, financial planning, pension consulting, and third-party money manager referrals. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management, with a notable focus on client education, published research, and performance-based compensation arrangements for certain investors.
Based on BlackSummit Financial Group, Inc.
Based on BlackSummit Financial Group, Inc.
Flat fees generally range from $500 to $20,000 for financial planning and consulting services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%
Generally $250 per hour for financial advisors' time.
Up to 15% of net profits during the previous asset management cycle (6 or 12 months) for accredited investors.
Account minimum: $250,000
Nicholasville, KY
Kentucky
BlackSummit Financial Group, Inc.
2010 - Present (16 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.
ChFC®, Series 63, Series 65
Lexington, KY
Pulse Wealth
Series 63, Series 65
Lexington, KY
BRK Wealth Management LLC
CFP®, Series 63
Lexington, KY
Moneywise, Inc.
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
CFP®, Series 66
Lexington, KY
Crimson Oak Wealth Management, LLC
Series 65
Lexington, KY
Blue Castle Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")