# Joule Financial, LLC
Source: https://planprovider.pro/provider/joule-financial-llc

> Founded in 2001, Joule Financial, LLC is a fee-only, SEC-registered investment advisor headquartered in Lexington in Kentucky’s Bluegrass region, working wit…

Retirement Plan Advisor

Lexington, KY

## 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/](https://joulefinancial.com/)

## Office Locations

- Lexington, KY (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $411.2M

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