Fee-OnlyFinder

Advisers in Covington, KY

4 advisers in Covington — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Flat / fixed fees (3)

All advisers

Journey Advisory Group, LLC50 E. Rivercenter Blvd, Suite 301 · Covington, KY 41011 · (859) 888-0356 · Financial planningCRD 171919 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedLegacy Financial Advisors, INC.117 East Fourth Street · Covington, KY 41011 · (859) 655-5225 · Financial planningCRD 158675 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedPrincipled Wealth Advisors, LLC100 East Rivercenter Blvd, Suite 810 · Covington, KY 41011 · (859) 957-2737 · Financial planningCRD 138143 · % of assets, Fixed fees · $252.1 million AUMSEC registeredNo commissions reportedRenaissance Investment Management50 E. Rivercenter Blvd., Suite 1200 · Covington, KY 41011 · (513) 723-4500 · % of assets managedCRD 105916 · % of assets · $2.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Covington? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.