About Joule Financial, LLC
<p>Founded in 2001, Joule Financial, LLC is a fee-only, SEC-registered investment advisor headquartered in Lexington in Kentucky’s Bluegrass region, working with clients nationwide.</p> <p>The firm provides financial planning and investment management for individuals, including high-net-worth households, and it also advises employer retirement plans such as 401(k)s. Its work includes retirement planning, risk tolerance reviews, asset allocation, and diversification.</p> <p>For plan sponsors, Joule Financial offers <a href="/plan-advisors">plan advisor</a> support through 3(21) fiduciary services, focusing on investment guidance and help with ongoing plan decisions.</p> <p>As of 2026, Joule Financial reports $0.4B in assets under management. A practical, fee-only fiduciary structure is a key point that differentiates the firm for clients who want advice without commission-based product sales.</p> <ul> <li>SEC-registered, fee-only investment advisor</li> <li>Headquarters: Lexington, Kentucky (Bluegrass region)</li> <li>Works with individuals, including high-net-worth clients</li> <li>Retirement plan advising, including 401(k) plans</li> <li>3(21) fiduciary services for plan sponsors</li> </ul>
Website: https://joulefinancial.com/
Office Locations
- Lexington, KY (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $411.2M