Fee-OnlyFinder

% of assets managed in Louisville, KY

50 advisers in Louisville offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 50

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 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 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 reported
Churchill 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 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 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 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 reportedHarvey Investment Company, LLC297 North Hubbards Lane, Suite 102 · Louisville, KY 40207 · (502) 339-8270 · Flat / fixed feesCRD 110482 · % of assets, Fixed fees · $1.0 billion 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 reportedInvestment Answers4205 Springhurst Boulevard, Suite 102 · Louisville, KY 40241 · (502) 690-3434 · % of assets managedCRD 168119 · % of assets · $49.3 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 reportedPage Financial Services, LLC8607 Smyrna Parkway, Suite 106 · Louisville, KY 40228 · (502) 905-4152 · Flat / fixed feesCRD 159957 · % of assets, Fixed fees · $12.8 million AUMState registeredNo commissions reportedParthenon LLC435 N. Whittington Parkway, Suite 180 · Louisville, KY 40222 · (502) 327-5660 · % of assets managedCRD 107794 · % of assets, Performance-based fees · $1.2 billion 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 reportedRiver Road Asset Management, LLC462 South Fourth Street, Suite 2000 · Louisville, KY 40202 · (502) 371-4100 · % of assets managedCRD 134918 · % of assets, Performance-based fees · $9.9 billion AUMSEC registeredNo commissions reportedRiverstone Asset Management, LLC2100 Gardiner Lane, Suite 207 · Louisville, KY 40205 · (502) 882-5580 · % of assets managedCRD 161087 · % of assets · $103.0 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 reportedStegner Investment Associates INC233 Breckenridge Lane · Louisville, KY 40207 · (502) 895-0122 · Flat / fixed feesCRD 107480 · % of assets, Fixed fees · $2.8 billion 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 reportedThompson Investment Advisors1000 Cherokee Road · Louisville, KY 40204 · (502) 473-1000 · % of assets managedCRD 124034 · % of assets · $57.0 million AUMState registeredNo commissions reportedTodd Asset Management LLC101 South 5th Street, Suite 3100 · Louisville, KY 40202 · (502) 585-3121 · Flat / fixed feesCRD 109473 · % of assets, Fixed fees · $6.2 billion AUMSEC 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 reportedWaycross Partners, LLC4965 U.S. Highway 42, Suite 2900 · Louisville, KY 40222 · (502) 410-1900 · Flat / fixed feesCRD 153838 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedWealthmd Corporation1706 Bardstown Road, Second Floor · Louisville, KY 40205 · (502) 413-6893 · % of assets managedCRD 140498 · % of assets · $250.5 million AUMSEC 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