BLUEGRASS FINANCIAL PLANNING, LLC

Overview

Bluegrass Financial Planning, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on individuals and families, offering financial planning and portfolio management services that also extend to small-business clients. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. Bluegrass does not identify as an active ESG investor, is not presented as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives