Fenwick Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,518,300
Total clients
28
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$54,225
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Book, adsense for youtube.
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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Fenwick Financial
Bardstown KY, United States
Number of offices
2
Forms ADV
Quick links
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