BLUEGRASS FINANCIAL PLANNING, LLC

BLUEGRASS FINANCIAL PLANNING, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 169515). Regulatory assets under management: $61.2M.

Registration

• CRD: 169515
• Type: Registered investment adviser
• Location: 4350 BROWNSBORO ROAD, LOUISVILLE, KY, 40207
• Phone: 502-873-7526
• Latest filing: 2026-03-30
• Regulatory AUM: $61.2M
• Discretionary AUM: $61.2M
• Clients: 1
• Accounts: 149

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search