BELLE TRACE FINANCIAL PLANNING

BELLE TRACE FINANCIAL PLANNING of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 342302).

Registration

• CRD: 342302
• Type: Registered investment adviser
• Location: 125 CHENOWETH LANE, LOUISVILLE, KY, 40207
• Phone: 859-432-0069
• Latest filing: 2026-07-03
• Clients: 2

Business model

Compensation: 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 342302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search