A complete list of active advisors currently associated with Bluegrass Legacy Planning
Warmer can help you find a great advisor at Bluegrass Legacy Planning or one who fits your needs even better.
Bluegrass Legacy Planning provides financial planning and subscription-based coaching services — including business exit planning, legacy planning, and guidance on investments, taxes and life insurance — to individuals, high‑net‑worth individuals and business entities. The firm reports no assets under management, does not take custody or exercise investment discretion over client accounts, and typically delivers a one‑time written financial plan with optional ongoing subscription support. Its analytical approach draws on charting, fundamental and technical analysis, cyclical and quantitative techniques, and modern portfolio theory, and the brochure describes a long‑term trading orientation when discussing investment strategies. In practice the firm focuses on plan delivery and advisory coaching (monthly accountability and quarterly strategy sessions for subscribers) rather than running discretionary or pooled portfolios. Bluegrass is notable among peers for several uncommon features: principals are registered representatives of a broker‑dealer and are licensed insurance agents, and the firm discloses that its supervised persons may receive commissions for insurance sales and that clients are required to use the affiliated broker‑dealer/custodian. It also relies on non‑AUM billing arrangements — including hourly and subscription fees — instead of percentage‑of‑assets fees, and discloses related entities such as an investment‑related holding company.
To learn more about the advisors currently working at Bluegrass Legacy Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Keller, TX
| 11
| |
Keller, TX
| 6
|
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