Bluegrass Financial Planning, LLC

Bluegrass Financial Planning, LLC (CRD# 169515) is a financial advisory firm headquartered in Louisville, KY. They manage $44,692,380 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4350 Brownsboro Road, Suite 110, Louisville, KY 40207
http://www.bluegrassfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $413,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Bluegrass Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Sloan, financial advisor Louisville KY
Andrew T. Sloan
CRD#: 6273225
Louisville, KY

Andrew Sloan (CRD# 6273225) is an Investment Advisor Representative working at Bluegrass Financial Planning, LLC in Louisville, KY and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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