BLUEGRASS LEGACY PLANNING

Overview

Bluegrass Legacy Planning is a small, owner-operated limited liability company that offers fee-based financial planning rather than traditional asset management. The firm’s documented advisory activity centers on financial planning services and it charges clients on an hourly or fixed-fee basis, which signals a project-oriented relationship model rather than discretionary portfolio management. The adviser is not identified as a capital allocator, is not an active ESG investor, and does not list multi-state advisory status or pension consulting services. Investment activity is focused on using pooled or third-party vehicles rather than running proprietary portfolios. Bluegrass Legacy Planning’s profile indicates it leverages external managers and conventional mutual funds for client exposure, and it allocates to real estate through third-party alternative managers. Industry affiliations include relationships with another investment adviser and an insurance company, which could support referrals, insurance-based solutions, or access to external investment platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices