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Financial planning in Louisville, KY

39 advisers in Louisville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 39

Access 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 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 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 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 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 reportedClark Financial Planning9850 Von Allmen CT., Ste. 201 · Louisville, KY 40241 · (502) 276-9237 · Financial planningCRD 293283 · Fixed feesState registeredNo commissions reported
Coats Financial Planning139 S. English Station Road, Suite 230 · Louisville, KY 40245 · (502) 426-0300 · Financial planningCRD 122135 · Fixed feesState 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 reportedEssa Financial LLC1864 Frankfort Avenue, Suite #300 · Louisville, KY 40206 · (502) 469-7390 · Financial planningCRD 333509 · Fixed feesState registeredNo commissions reportedFamily Wealth Planning Partners3012 Eastpoint Parkway · Louisville, KY 40223 · (502) 200-5210 · Financial planningCRD 323656 · % of assets, Fixed fees · $317.4 million AUMSEC registeredNo commissions reportedFarnsley Advisors4360 Brownsboro Rd, Suite 104 · Louisville, KY 40207 · (502) 627-0918 · Financial planningCRD 288491 · % of assets, Hourly charges · $91.8 million AUMState registeredNo commissions reportedFirst Kentucky Securities Corp4360 Brownsboro Road, Suite 300 · Louisville, KY 40207 · (502) 893-7288 · Financial planningCRD 7524 · % of assets, Hourly charges, Fixed fees · $566.0 million AUMSEC registeredNo commissions reportedGraeter Wealth Advisors, LLC4360 Brownsboro Road, Suite 211 · Louisville, KY 40207 · (502) 625-1996 · Financial planningCRD 170046 · % of assets · $104.9 million AUMSEC registeredNo commissions reportedGuidance Capital, INC.2020 High Wickham Place, Suite 200 · Louisville, KY 40245 · (502) 813-2100 · Financial planningCRD 323541 · % of assets, Hourly charges, Fixed fees · $449.8 million AUMSEC registeredNo commissions reportedInspire Private Wealth Management1717 Alliant Ave, Suite 8 · Louisville, KY 40299 · (502) 883-3036 · Financial planningCRD 314961 · % of assets, Hourly charges, Fixed fees · $29.0 million AUMState registeredNo commissions reportedJ. Hagan Capital, INC.8311 Shelbyville Road · Louisville, KY 40222 · (502) 690-5635 · Financial planningCRD 168467 · % of assets, Hourly charges, Fixed fees · $341.8 million AUMSEC registeredNo commissions reportedKpp Advisory Services LLC9300 Shelbyville Rd., Suite 1310 · Louisville, KY 40222 · (502) 394-0400 · Financial planningCRD 289507 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedLach Financial3046 Breckenridge Lane, Suite 202 · Louisville, KY 40220 · (502) 295-7887 · Financial planningCRD 157065 · % of assets, Hourly charges, Fixed fees · $27.6 million AUMState registeredNo commissions reportedLanier Asset Management, LLC2321 Lime Kiln Lane, Suite D · Louisville, KY 40222 · (502) 909-1100 · Financial planningCRD 150888 · % of assets, Fixed fees · $141.7 million AUMSEC registeredNo commissions reportedLegacy Financial Independent Advisors LLC100 Mallard Creek Rd, Suite 402 · Louisville, KY 40207 · (502) 873-0522 · Financial planningCRD 324258 · % of assets, Hourly charges, Fixed fees · $484.0 million AUMSEC registeredNo commissions reportedLifetime Wealth Design LLC201b Townepark Circle, Ste B-1 · Louisville, KY 40243 · (502) 426-0000 · Financial planningCRD 165086 · % of assets, Fixed fees · $3.3 million AUMState registeredNo commissions reportedMagnate Advisory Services, LLC400 Blankenbaker Parkway, Suite 100 · Louisville, KY 40243 · (502) 855-3160 · Financial planningCRD 283056 · % of assets, Hourly charges, Fixed fees · $314.1 million AUMSEC registeredNo commissions reportedMercurio Wealth Advisors9100 Shelbyville Rd., Suite 150 · Louisville, KY 40222 · (502) 253-9366 · Financial planningCRD 283632 · % of assets, Fixed fees · $141.1 million AUMSEC registeredNo commissions reportedPillar Financial Advisors, LLC3046 Breckenridge Lane, Suite 104 · Louisville, KY 40220 · (502) 384-3890 · Financial planningCRD 121880 · % of assets, Fixed fees · $357.9 million AUMSEC registeredNo commissions reportedPlentiful Wealth, LLC125 S 6th Street, Ste 301 · Louisville, KY 40202 · (606) 775-0246 · Financial planningCRD 312250 · % of assets, Hourly charges, Fixed fees · $44.7 million AUMState registeredNo commissions reportedPrivate Client Services, LLC2225 Lexington Road · Louisville, KY 40206 · (502) 451-0600 · Financial planningCRD 120222 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedProsperity Asset Management, LLC6009 Brownsboro Park Blvd., Suite a · Louisville, KY 40207 · (502) 665-0455 · Financial planningCRD 286028 · % of assets, Fixed fees · $56.6 million AUMState registeredNo commissions reportedReliant Wealth Planning, LLC301 Townepark Circle · Louisville, KY 40243 · (502) 398-5050 · Financial planningCRD 286230 · % of assets, Fixed fees · $595.2 million AUMSEC registeredNo commissions reportedRetirement Planning Solutions, LLC3432 Stony Spring Circle · Louisville, KY 40220 · (502) 499-5668 · Financial planningCRD 311575 · % of assets, Hourly charges, Fixed fees · $467.0 million AUMSEC registeredNo commissions reportedRicketts Financial, LLC4360 Brownsboro Road, Suite 115 · Louisville, KY 40207 · (502) 396-4055 · Financial planningCRD 309381 · % of assets, Fixed fees · $314.0 million AUMSEC registeredNo commissions reportedSaling Wealth Advisors9750 Ormsby Station Road, Suite 102 · Louisville, KY 40223 · (502) 805-3000 · Financial planningCRD 283226 · % of assets, Fixed fees · $617.7 million AUMSEC registeredNo commissions reportedStrategic Wealth Investment Group, LLC500 N. Hurtsbourne Parkway, Suite 120 · Louisville, KY 40222 · (502) 412-3354 · Financial planningCRD 165474 · % of assets, Hourly charges · $1.4 billion AUMSEC registeredNo commissions reportedT.k.m. Financial Services, LLC10602 Timberwood Circle, #2 · Louisville, KY 40223 · (502) 450-7526 · Financial planningCRD 289872 · % of assets, Hourly charges, Fixed fees · $28.3 million AUMState registeredNo commissions reportedWarren Wealth Management & Tax Planning INC.9300 Shelbyville Road, Suite 1204 · Louisville, KY 40222 · (502) 339-8255 · Financial planningCRD 305992 · % of assets, Fixed fees · $31.3 million AUMState registeredNo commissions reportedWinebrenner Capital Management LLC10602 Timberwood Circle, Suite 13 · Louisville, KY 40223 · (502) 671-0015 · Financial planningCRD 154708 · % of assets, Performance-based fees · $260.5 million AUMSEC registeredNo commissions reported