Advisor at Fire Wealth Management, 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.
Firm
Fire Wealth Management, LLC
Location
Mayfield, KY 42066-2310
Credentials
CFP®, Series 65
Industry experience
14 years
Financial Planning Services: $700/month for first 12 months, then $600/month ongoing; Additional services with monthly flat fees: Retirement Cash Flow Planning $250/month, 401(k) Liaison $175-$1,000/month.
Under $100,000 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.00% annually Over $1,000,000 - > $1,000,000: 1.00% on first $1M, 0.75% on amount above $1M
Financial Planning Services billed monthly at flat monthly rates; Additional Services billed monthly with minimum 12-month commitment.
Account minimum: $200,000 (may be waived at Advisor's discretion) Minimum fee: Monthly flat fees for Professional In-house Investment Management ranging from $200 to $3,000 depending on asset levels Fee-only: Fee-only comprehensive financial planning and investment advisory services; no commissions received.
Focused Tax Partners, Llc
2025 - Present (1 year)
Fire Wealth Management Llc
2023 - Present (3 years)
Fox & Company Wealth Management
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 63, Series 66
Mayfield, KY
Edward Jones
Series 63, Series 65
Mayfield, KY
HBW Advisory Services LLC
Series 66
Mayfield, KY
Edward Jones
Series 66
Fancy Farm, KY
LPL Enterprise
Series 66
Murray, KY
LPL Financial
Series 63, Series 66
Mayfield, KY
Edward Jones
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