Lucas Fenwick
Advisor at Fenwick Financial
Updated today
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.
Fee options
$75 one-time fee for Child Account Planning service
Any size+: 0.50% annually (0.125% quarterly) for Growth/Income Accounts $0 - $1,000,000: 1.00% annually (0.25% quarterly) for all other accounts $1,000,001 - $3,000,000: 0.75% annually (0.1875% quarterly) for all other accounts Above $3,000,000+: 0.60% annually (0.15% quarterly) for all other accounts
$75.00 per planner-hour for Financial Planning and other consulting services
Fees for newsletters, periodicals, books, seminars, and workshops are separately defined and collected from clients
Fee-only: Financial Planning and Other Consulting Services charged hourly at $75.00 per planner-hour, support staff billed at lower rate where appropriate
Work history
Luke Fenwick
2025 - Present (1 year)
Fenwick Financial L.L.C
2024 - Present (2 years)
The Amp at Logstill Distillery
2021 - 2023 (2 years)
Fenwick Forest
2020 - Present (6 years)
Hometown Ice
2020 - 2020 (1 year)
Luke Fenwick
2018 - Present (8 years)
Dominoe's Pizza
2017 - 2020 (3 years)
Funky Finds
2015 - 2020 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Travis K
Series 63, Series 66
Bardstown, KY
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Thomas R
Series 65, Series 66
Bardstown, KY
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Sarah H
Series 63, Series 66
Bardstown, KY
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James H
Series 66
Bardstown, KY
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Andrew M
Series 66
Bardstown, KY
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Valerie D
Series 66
Bardstown, KY
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