Moneywatch Advisors, Inc.
SEC RegisteredFee-Only Financial Advisors NEVER Earn Commission or Sell Investment Products.
About the firm
At Moneywatch, our sole focus is you. We're fee-only, so we don't get rewarded by the transaction – but by having our interests aligned with our clients. As your personal financial planners, Moneywatch will provide you with continuous advice on investments — consistent with YOUR specific needs and financial objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, education and family support, wealth and investment management, tax strategies, debt reduction, estate planning and charitable giving, risk management and insurance, and retirement plans for businesses.
Who they serve
University of Kentucky faculty or staff members, young professionals just starting to invest, and those approaching retirement; also business owners seeking retirement plans for employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 384 | $330M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Moneywatch Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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