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Fon R

CFP®, Series 65

Lexington, KY

Equity Advisors of Kentucky Inc

Fon Rogers is a CFP® and holds a Series 65 license with 8 years of industry experience. He has been with Equity Advisors of Kentucky Inc since 2014. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, serving both individual and high-net-worth clients. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, focusing on strategic asset allocation, diversification, and tax-focused investing, primarily through non-discretionary management.

General tax planning Retirement plans for business owners (SEP, solo 401k)
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Eric F

CFP®, Series 63, Series 66

St Pete Beach, FL

Equity Advisors of Kentucky Inc

Eric Felty is a CFP® professional with eight years of industry experience, currently serving as an advisor at Equity Advisors of Kentucky Inc since 2018. His prior experience includes roles at CPA Advisory Group, JP Morgan Securities LLC, and Deloitte. Equity Advisors of Kentucky provides portfolio management and comprehensive financial planning to individuals, trusts, estates, and business entities, with an emphasis on strategic asset allocation, diversification, and tax-focused investing. The firm integrates investment oversight with in-house tax planning, preparation, and business consulting services, serving both individual and high-net-worth clients.

General tax planning Retirement plans for business owners (SEP, solo 401k)
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Kenneth L

Series 65

Lexington, KY

Equity Advisors of Kentucky Inc

Kenneth Littrell is a financial advisor at Equity Advisors of Kentucky Inc in Lexington, KY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Wendover Art Group and the University of Kentucky. Equity Advisors of Kentucky provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and business entities, focusing on strategic asset allocation, tax‑focused investing, and long‑term market exposure. The firm integrates tax and accounting services into its advisory offerings and serves high-net-worth clients with a combination of features uncommon among similarly supported advisers.

General tax planning Retirement plans for business owners (SEP, solo 401k)
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