Fee-OnlyFinder

Advisers in Kentucky

115 advisers in 25 Kentucky cities, 115 registered with SEC or state.

Financial planning (87)Hourly fees (54)Flat / fixed fees (82)% of assets managed (112)Retirement plan consulting (32)

Cities

Louisville53 advisersLexington32 advisersCovington4 advisersProspect3 advisersBowling Green2 advisersElizabethtown2 advisersFt. Mitchell1 adviserBardstown1 adviserMayfield1 adviserFlorence1 adviserEdgewood1 adviserPaducah1 adviserAshland1 adviserMunfordville1 adviserUnion1 adviserGlasgow1 adviserBrandenburg1 adviserCampbellsville1 adviserCrescent Springs1 adviserOwensboro1 adviserNicholasville1 adviserBellevue1 adviserMt. Sterling1 adviserRichmond1 adviserFrankfort1 adviser

Top advisers in Kentucky

Abri LLC333 E Short St., #210 · Lexington, KY 40507 · (859) 636-6140 · Financial planningCRD 314832 · % of assets, Hourly charges, Fixed fees · $114.4 million AUMSEC registeredNo commissions reportedAccess Wealth Management, LLC4360 Brownsboro Road, Ste .101 · Louisville, KY 40207 · (502) 292-5500 · Financial planningCRD 339285 · % of assets, Performance-based fees · $357.7 million AUMSEC registeredNo commissions reportedAdvantage Investment Management2319 Lime Kiln Lane, Suite a · Louisville, KY 40222 · (502) 212-3000 · Financial planningCRD 146493 · % of assets, Hourly charges, Fixed fees · $215.4 million AUMSEC registeredNo commissions reportedAlexander Investment Services CO.909 Lily Creek Road #101 · Louisville, KY 40243 · (502) 459-4414 · Financial planningCRD 1037 · % of assets, Fixed fees · $496.3 million AUMSEC registeredNo commissions reportedAlpha Financial Partners LLC319 Cedar St., Suite 201 · Lexington, KY 40508 · (859) 785-2660 · Financial planningCRD 306639 · % of assets, Hourly charges, Fixed fees · $459.9 million AUMSEC registeredNo commissions reportedAltus Wealth Management, LLC2500 Chamber Center Drive, Suite 202 · Ft. Mitchell, KY 41017 · (859) 815-8566 · Financial planningCRD 153650 · % of assets, Hourly charges · $405.2 million AUMSEC registeredNo commissions reportedAsio Capital LLC220 Lexington Green Circle, Suite 420 · Lexington, KY 40503 · (859) 785-4130 · % of assets managedCRD 298326 · % of assets, Other · $805.1 million AUMSEC registeredNo commissions reportedAtlas Brown333 East Main Street, Suite 400 · Louisville, KY 40202 · (502) 271-2900 · Financial planningCRD 133408 · % of assets, Fixed fees · $605.2 million AUMSEC registeredNo commissions reportedBallast, INC.400 East Vine St, Suite 400 · Lexington, KY 40507 · (859) 226-0625 · Financial planningCRD 152695 · % of assets, Hourly charges, Fixed fees · $751.5 million AUMSEC registeredNo commissions reportedBarlow Wealth Partners, LLC3700 Brownsboro Road · Louisville, KY 40207 · (502) 308-4270 · Financial planningCRD 325308 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedBest Investment Options, LLC2527 Nelson Miller Parkway, Suite 205 · Louisville, KY 40223 · (502) 244-5043 · % of assets managedCRD 307743 · % of assets · $1.2 million AUMState registeredNo commissions reportedBlue Castle Wealth1040 Monarch St., 3rd Floor · Lexington, KY 40513 · (859) 440-1591 · Financial planningCRD 320724 · % of assets, Hourly charges, Fixed fees · $14.5 million AUMState registeredNo commissions reportedBluegrass Financial Planning, LLC4350 Brownsboro Road, Suite 110 · Louisville, KY 40207 · (502) 873-7526 · Financial planningCRD 169515 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMState registeredNo commissions reportedBlvd Private Wealth, LLC10515 Meeting Street, Suite 101 · Prospect, KY 40059 · (502) 805-5820 · Financial planningCRD 310682 · % of assets, Fixed fees · $220.4 million AUMSEC registeredNo commissions reportedBurl Investment Management, LLC620 Euclid Ave, Suite 200 · Lexington, KY 40502 · (859) 810-4330 · Financial planningCRD 319525 · % of assets · $32.3 million AUMState registeredNo commissions reportedCanopus Wealth Management9900 Corporate Campus Drive, Suite 2100 · Louisville, KY 40223 · (502) 882-0820 · Financial planningCRD 287946 · % of assets · $84.1 million AUMState registeredNo commissions reportedCastellan2011 Lake Point Way, Suite 001 · Louisville, KY 40223 · (859) 494-0523 · Financial planningCRD 299363 · % of assets, Hourly charges, Fixed fees · $882.2 million AUMSEC registeredNo commissions reportedCenterline Wealth Advisors, LLC10200 Forest Green Blvd., Suite 306 · Louisville, KY 40223 · (502) 242-1561 · Financial planningCRD 164485 · % of assets, Hourly charges, Fixed fees · $326.0 million AUMSEC registeredNo commissions reportedChurchill Financial Advisors, LLC312 Whittington Parkway, Suite 201 · Louisville, KY 40222 · (502) 895-3535 · % of assets managedCRD 333071 · % of assets · $522.9 million AUMSEC registeredNo commissions reportedClark Financial Planning9850 Von Allmen CT., Ste. 201 · Louisville, KY 40241 · (502) 276-9237 · Financial planningCRD 293283 · Fixed feesState registeredNo commissions reportedCoats Financial Planning139 S. English Station Road, Suite 230 · Louisville, KY 40245 · (502) 426-0300 · Financial planningCRD 122135 · Fixed feesState registeredNo commissions reportedContext Financial LLC120 Kentucky Ave., Suite 120 · Lexington, KY 40502 · (859) 514-1999 · Financial planningCRD 281812 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedCrimson Oak Wealth Management, LLC704 Spring Meadows Drive, Unit a · Lexington, KY 40504 · (859) 309-1738 · Financial planningCRD 171360 · % of assets, Hourly charges, Fixed fees · $39.0 million AUMState registeredNo commissions reportedCullinan Associates, INC.295 N. Hubbards Lane, Suite 203 · Louisville, KY 40207 · (502) 893-0300 · Flat / fixed feesCRD 108340 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedDean Dorton Wealth Management, LLC250 W. Main Street, Suite 1400 · Lexington, KY 40507 · (859) 425-7780 · Financial planningCRD 297616 · % of assets, Hourly charges, Other · $81.1 million AUMState registeredNo commissions reportedDemeter Tactical Investments Corp.6225 St. Bernadette Ave · Prospect, KY 40059 · (212) 518-4444 · % of assets managedCRD 329512 · % of assets, Performance-based fees · $265.3 million AUMSEC registeredNo commissions reportedDmlo Wealth Planning, LLC2020 High Wickham Place, Suite 200 · Louisville, KY 40245 · (502) 813-2100 · Financial planningCRD 316202 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMSEC registeredNo commissions reportedDupree Financial Group, LLC237 East Main Street · Lexington, KY 40507 · (859) 233-0400 · % of assets managedCRD 131091 · % of assets · $404.4 million AUMSEC registeredNo commissions reportedE. S. Barr & Company1999 Richmond Road, Suite 1b · Lexington, KY 40502 · (859) 266-1300 · % of assets managedCRD 107447 · % of assets, Performance-based fees · $2.2 billion AUMSEC registeredNo commissions reportedEquity Advisors of Kentucky INC2201 Regency Road, Suite 504 · Lexington, KY 40503 · (502) 829-9244 · Financial planningCRD 116398 · % of assets, Hourly charges, Fixed fees · $141.6 million AUMSEC registeredNo commissions reported