Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Contact
Michael Paul Reich
Location
3292 Eagle View Lane, Suite 290, Lexington, KY, 40509
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Mercer Global Advisors INC.
April 2025 - Present · 10 mos
Previous Registrations
D. Scott Neal, INC.
November 2021 - November 2025 · 4 yrs
Spectrum Financial Alliance, LTD., L.L.C.
June 2016 - November 2020 · 4 yrs 5 mos
State Registrations2 states
KYTX
Advisor
Exams
No exam information available for this advisor.
Contact
Michael Paul Reich