Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

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)
user avatar
firm logo

Eric F

CFP®, Series 63, Series 66

St Pete Beach, FL

Equity Advisors of Kentucky Inc

Eric Felty is a CFP® professional with nine years of industry experience. He has worked at Equity Advisors of Kentucky since 2018 and previously held roles at CPA Advisory Group, JP Morgan Securities LLC, and Morgan Stanley. Equity Advisors of Kentucky serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering financial planning, portfolio management, income tax planning, and business consulting. The firm’s investment approach includes strategic asset allocation, tax-focused investing, and quarterly reviews, integrating tax and accounting services with optional performance-based compensation arrangements.

General tax planning Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

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)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)