Boardman Wealth Planning, Inc. (Lexington)


Boardman Wealth Planning, Inc. is a large advisory firm based in Lexington. It manages $126.26 million of regulatory assets for 647 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Georgia, Kentucky, and Ohio.

Boardman Wealth Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Boardman Wealth Planning: assets under management

The assets under management (AUM) of Boardman Wealth Planning, Inc. is $126.26 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.07 million in discretionary accounts and $187.29 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $195.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boardman Wealth Planning, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boardman Wealth Planning, Inc.

John Valentine Boardman has been acting as President since 1 Jan 2008. Andrew Joseph Reynolds joined the executive team most recently as the Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Valentine Boardman President/chief compliance officer 1 Jan 2008 50% - 75% 4595652
Andrew Joseph Reynolds Vice president 1 Mar 2010 25% - 50% 5603070

Based in Lexington

The principal office where Boardman Wealth Planning, Inc. performs its advisory services is located at 360 E. Vine Street, Lexington, KY 40507, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-226-0625 or by fax 859-226-0623. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at boardmanwealth.com.

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