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Advisers in Lexington, KY

32 advisers in Lexington — 32 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (25)Hourly fees (21)Flat / fixed fees (23)Retirement plan consulting (12)

All advisers

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 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 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 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 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 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 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 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 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 reported
E. 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 reportedFoster Investment Services151 Prosperous Place,, Ste 1-B · Lexington, KY 40509 · (859) 554-6896 · % of assets managedCRD 286471 · % of assets · $89.9 million AUMState registeredNo commissions reportedFour Quarters Capital155 E Main St Suite 303 · Lexington, KY 40507 · (859) 940-9977 · Financial planningCRD 333753 · % of assets, Hourly charges, Fixed fees · $2.8 million AUMState registeredNo commissions reportedFwg Investments, LLC2704 Old Rosebud Road, Suite 160 · Lexington, KY 40509 · (859) 309-0349 · Financial planningCRD 284064 · % of assets, Fixed fees · $349.0 million AUMSEC registeredNo commissions reportedHigh Knoll Wealth Advisors, LLC115 W Short Street · Lexington, KY 40507 · (859) 479-3877 · Financial planningCRD 300412 · % of assets, Hourly charges, Fixed fees · $12.4 million AUMState registeredNo commissions reportedInvest INC.444 Lewis Hargett Circle, Ste 125 · Lexington, KY 40503 · (859) 268-9200 · Financial planningCRD 146357 · % of assets, Hourly charges, Fixed fees · $158.7 million AUMSEC registeredNo commissions reportedInvestments & Financial Planning, LLC1795 Alysheba Way, Suite 7104 · Lexington, KY 40509 · (859) 543-8188 · Financial planningCRD 164333 · % of assets, Hourly charges, Fixed fees · $318.7 million AUMSEC registeredNo commissions reportedItrust Asset Management, LLC3320 Tates Creek Road, Suite 100 · Lexington, KY 40502 · (859) 425-1222 · Financial planningCRD 164193 · % of assets, Hourly charges, Fixed fees · $211.9 million AUMSEC registeredNo commissions reportedKeystone Financial Group, LLC527 Wellington Way, Ste 225 · Lexington, KY 40503 · (859) 317-8316 · Financial planningCRD 170201 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedMcF Advisors, LLC333 West Vine Street, 12th Floor · Lexington, KY 40507 · (859) 967-0999 · Financial planningCRD 130372 · % of assets, Hourly charges, Fixed fees · $4.7 billion AUMSEC registeredNo commissions reportedMeridian Wealth Management, LLC100 W Main Street, Suite 450 · Lexington, KY 40507 · (859) 543-4516 · Financial planningCRD 151523 · % of assets, Hourly charges, Fixed fees · $5.0 billion AUMSEC registeredNo commissions reportedMoneywatch Advisors, INC.121 Walton Avenue · Lexington, KY 40508 · (859) 268-1117 · Financial planningCRD 107337 · % of assets, Hourly charges, Fixed fees · $329.7 million AUMSEC registeredNo commissions reportedMoneywise, INC.836 Euclid Avenue, #318 · Lexington, KY 40502 · (859) 266-3207 · Financial planningCRD 145043 · % of assets, Hourly charges, Fixed fees · $40.4 million AUMState registeredNo commissions reportedParagon Private Wealth Management LLC300 West Vine Street, Suite 2201 · Lexington, KY 40507 · (859) 300-3985 · Financial planningCRD 312817 · % of assets, Fixed fees · $457.9 million AUMSEC registeredNo commissions reportedProactive Advisors, LLC836 Euclid Ave., Suite 306 · Lexington, KY 40502 · Financial planningCRD 147332 · % of assets, Hourly charges, Fixed fees · $56.8 million AUMState registeredNo commissions reportedQ2 Wealth Management1792 Alysheba Way, Suite 150 · Lexington, KY 40509 · (859) 216-2169 · Financial planningCRD 314932 · % of assets, Hourly charges, Fixed fees · $123.5 million AUMSEC registeredNo commissions reportedRussell Capital Management, LLC476 E High St · Lexington, KY 40507 · (859) 254-5225 · Flat / fixed feesCRD 109513 · % of assets, Fixed fees · $275.0 million AUMSEC registeredNo commissions reportedTriple Crown Wealth Management1792 Alysheba Way, Suite 100 · Lexington, KY 40509 · (859) 967-9272 · % of assets managedCRD 289164 · % of assets · $14.3 million AUMState registeredNo commissions reportedWallace Hart Capital Management1792 Alysheba Way, Suite 390 · Lexington, KY 40509 · (859) 300-3030 · Financial planningCRD 285981 · % of assets, Performance-based fees · $264.0 million AUMSEC registeredNo commissions reportedWealth Management of Kentucky, INC.444 E Main Street, Suite 112 · Lexington, KY 40507 · (859) 268-4425 · Financial planningCRD 171446 · % of assets, Hourly charges · $42.9 million AUMState registeredNo commissions reportedWealth Management of the Bluegrass, LLC.424 Lewis Hargett Circle, Suite 250 · Lexington, KY 40503 · (859) 420-4838 · Flat / fixed feesCRD 289163 · % of assets, Fixed fees · $186.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Lexington? 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.