A complete list of active advisors currently associated with Plentiful Wealth, LLC

Warmer can help you find a great advisor at Plentiful Wealth, LLC or one who fits your needs even better.

Plentiful Wealth is a small registered investment adviser that serves individuals, high-net-worth clients, nonprofit organizations, and employer/business clients. Its services include comprehensive financial planning, ongoing discretionary portfolio management, a nonprofit-focused outsourced Chief Investment Officer offering, and retirement plan consulting for employers. The firm builds client-specific investment policy statements through personal discussions and combines fundamental company analysis with modern portfolio theory to set asset allocation targets and manage portfolios, with regular reviews and periodic rebalancing. Clients receive continuous advice and periodic planning touchpoints, and the adviser implements strategies through custodial accounts while providing performance reporting and tax-season reviews. What distinguishes the firm from many peers is its emphasis on institutional-style services for smaller nonprofit and corporate clients — including outsourced CIO support for nonprofit endowments, planned-giving assistance, and ongoing pension consulting and participant education for employer plans. The adviser manages roughly $44.7 million across about 79 clients and discloses a May 2025 consent order with the Kentucky Department of Financial Institutions related to missing written advisory agreements, which was resolved with a civil penalty.

To learn more about the advisors currently working at Plentiful Wealth, LLC, 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
Jeb Jarrell	Louisville, KY	10

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