Bluegrass Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bluegrass Financial Planning, LLC serves individual clients and provides comprehensive financial planning, ongoing discretionary portfolio management, and tax planning and preparation services. The firm offers multiple engagement options — including hourly, retainer, and AUM-based advisory arrangements — and works with clients on retirement, estate, insurance, and investment matters.
The firm’s investment approach emphasizes a fundamental, long-term buy-and-hold philosophy focused on diversified asset allocation, periodic rebalancing, and use of low-cost, no-load index investments; it also includes access to Dimensional Fund Advisors’ mutual funds and analytical tools. Accounts are generally managed on a discretionary basis after documenting clients’ goals and risk tolerance, and the firm implements security selection and monitoring consistent with those profiles.
Notable distinguishing features include that the firm’s principal holds both CFP and Enrolled Agent (EA) credentials, enabling the firm to provide tax preparation, ongoing tax planning, and IRS representation in addition to advisory services. Although operated by a single advisor, the firm maintains multiple office locations and participates on institutional platforms (including Schwab and Shareholders Services Group) and the DFA platform; the firm does not take custody of client assets and leaves proxy voting to clients.
Client services
Expertise
Fee options
Flat fees based on hourly rate multiplied by estimated project hours for financial planning projects.
$0 - $750,000: 1.00% $750,001 - $1,500,000: 0.90% Above $1,500,000+: 0.75%
$120 to $180 per hour for financial planning and additional tax planning services, billed in six-minute increments.
Retainer fee typically between $480 and $750 per quarter ($1,920 to $3,000 per year), may be discounted.
Fee-only: Financial planning hourly fees range from $120 to $180 per hour; flat fees are also used based on hourly rate and estimated hours; retainer fees typically range from $480 to $750 per quarter ($1,920 to $3,000 annually), may be discounted.
Main office
4350 Brownsboro Road, Suite 110
Louisville KY 40207
Advisors at this office
1
Most active in
Indiana · Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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