Wealth Management of Kentucky, Inc. logo

Wealth Management of Kentucky, Inc.

Updated today

Client assets under management

$39,354,300

Clients

83

27% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

42

Typical

Average account size

$474,148

About

Wealth Management of Kentucky provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, as well as select pension plans and small businesses. The firm offers ongoing portfolio management, prepares individualized investment policy statements, and may implement portfolios directly or by allocating assets to separately managed accounts and third‑party money managers.

The firm follows a mix of analytical approaches — including fundamental, technical, quantitative methods and modern portfolio theory — and employs a range of strategies from long‑ and short‑term trading to options and structured product exposures. It generally manages client accounts on a discretionary basis, acts as co‑advisor to recommended sub‑advisors, and documents risk tolerances and asset allocation in client investment policy statements.

Notable differences from many peers include disclosed state regulatory orders and fines involving the firm’s management, an affiliated insurance‑sales activity where representatives are licensed insurance agents and may offer commissionable products, and the use of derivatives and options strategies within separately managed accounts — features that are relatively uncommon among firms of this size and type. The firm also combines a small advisory team with the use of TPMMs and SMAs, which can affect how investment implementation and oversight are conducted.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Real estate investing Annuities Options & derivatives strategies

Fee options

Percentage

2.0% annually

Project-based

$125 per hour

Other

Account minimum: $100,000 (may be waived at firm's discretion)

Main office location

Wealth Management of Kentucky, Inc.

444 E Main Street, Suite 112

Lexington KY 40507, United States

Number of offices

2

Most active in

Kentucky · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Bruce H

Series 63, Series 66

Lexington, KY

Wealth Management of Kentucky, Inc.

Bruce Hanks is a financial advisor at Wealth Management of Kentucky, Inc. in Lexington, KY, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wealth Management of Kentucky since 2003. He is also a licensed insurance agent specializing in estate planning, working in that capacity for a few hours each month. Wealth Management of Kentucky provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as select pension plans and small businesses. The firm employs a variety of analytical approaches and strategies, including fundamental, technical, and quantitative methods, and manages client accounts often on a discretionary basis.

Real estate investing Annuities Options & derivatives strategies
user avatar

Kip H

Series 63, Series 66

Amarillo, TX

Wealth Management of Kentucky, Inc.

Kip Hutto is a financial advisor with Wealth Management of Kentucky, Inc. He holds Series 63 and Series 66 credentials and has 16 years of industry experience. His prior roles include positions at Principal Securities Inc, NYLife Securities LLC, and ownership of Hutto Financial Strategies. Outside of his advisory work, he is also an insurance agent specializing in life annuities, disability, long-term care, and health insurance. Wealth Management of Kentucky provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as select pension plans and small businesses. The firm employs a range of analytical approaches and investment strategies, including options and structured products, and typically manages client accounts on a discretionary basis.

Real estate investing Annuities Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")