Andrew Sloan is a CFP-designated registered investment advisor at Bluegrass Financial Planning, LLC, based in Louisville, KY, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 73 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M+ | 0.75% |
The annual fees are negotiable.
Fee Estimator
Contact
Andrew Sloan
Location
4350 Brownsboro Road, Suite 110, Louisville, KY, 40207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a part-time field hockey coach at Christian Academy of Louisville. This requires a few hours per week and does not occur during market hours.
Employment History
Current Registrations
Bluegrass Financial Planning, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams