Lexington, KY Office
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Equity Advisors of Kentucky Inc
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Firm-wide stats for Equity Advisors of Kentucky Inc
About
Equity Advisors of Kentucky provides comprehensive financial planning and portfolio management to individuals, trusts, estates and business entities, including high‑net‑worth clients. Services include investment supervision, income tax planning and preparation, and business consulting such as ESOP support and succession planning.
The firm’s investment approach emphasizes strategic asset allocation, portfolio diversification, tax‑focused investing and long‑term market exposure, using mutual funds, ETFs and targeted market segments informed by Morningstar research. Reviews are conducted quarterly and most accounts are managed on a non‑discretionary basis, with client approval required before trades are executed.
Noteworthy for a firm of its size, Equity Advisors integrates tax and accounting services into its advisory offering and separately bills for tax preparation and accounting consultation. It also offers optional performance‑based compensation arrangements for qualified clients (including alternatives with different appreciation treatments), a combination of features that is uncommon among similarly supported advisers.
Based on Equity Advisors of Kentucky Inc
Expertise
Based on Equity Advisors of Kentucky Inc
Location
2201 Regency Road, Suite 504
Lexington KY 40503
Advisors at this office
2
Advisors at this office
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.
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.
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