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Stephen Byars

Moneywatch Advisors, Inc.

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About Stephen Byars

Stephen Byars is a Certified Financial Planner® with Moneywatch Advisors, Inc. located in Lexington, Kentucky. Stephen has over 15 years of experience in the financial services industry. Stephen is registered as an Investment Advisor Representative with the state of Kentucky. Stephen has specializations in portfolio management for individuals, selection of other advisors and financial planning. Stephen is passionate about helping clients achieve their financial goals.

Firm Information

Stephen Byars is currently registered with Moneywatch Advisors, Inc.. Moneywatch Advisors, Inc. is an investment advisor based in LEXINGTON, KY. The firm has 3 investment advisory functions and manages approximately $247,500,906 in regulatory assets under management for 1,366 clients. The firm provides financial planning, selection of other advisors, and portfolio management for individuals.
Moneywatch Advisors, Inc.

121 WALTON AVENUE

LEXINGTON, KY 40508

$247.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Byars’s Registration & Firm History

KY

01/01/2025 - Present

Moneywatch Advisors, Inc. (LEXINGTON KY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Byars.
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