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Paul Corley

Advisor at Corley Capital LLC

Updated today

Firm

Corley Capital LLC

Location

Brandenburg, KY

Credentials

Series 63, Series 65

Industry experience

28 years

Fee options

Fixed

Financial planning fees range from $1,000 to $3,000

Percentage

1.50% annually standard rate, maximum 2.00% annually

Project-based

$150 per hour for prorated financial planning if terminated early

Work history

Corley Capital LLC

2019 - Present (7 years)

XML Financial, LLC

2019 - 2020 (1 year)

Lara, May & Associates, Llc

2009 - 2020 (11 years)

Disclosures

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

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

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