Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
A densely populated state like Kentucky has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Kentucky and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Kentucky
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
565
non-vetted advisors in your local area. These financial advisors in
Kentucky
have an average of
22
years of experience.
NOTE: The list of financial
advisors in
Kentucky
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Kentucky.
| List of Qualified Financial Advisors in Kentucky | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Eric Douglas
CFP®, AIF®, CLTC® FAMILY WEALTH PLANNING PARTNERS 9200 Shelbyville Road Ste 103, Louisville, KY 40222 |
14 | Not Specified | $100,000 | Fee-Based |
| John York
PROACTIVE ADVISORS 836 Euclid Avenue (suite 306), Lexington, KY 40502 |
30 | $40,000,000 | $100,000 | Fee-Based |
Qualifications
CRD# 5561316
Firm CRD# 125112
Series 6, 7, 26, 63, 65, 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
9200 Shelbyville Road Ste 103,
Louisville,
KY
40222
Phone Number
502-200-5210
Eric Douglas is a Louisville native through and through. Born and raised here, he also attended Bellarmine University where he received both his Bachelor's Degree in Communications and English and a Master's Degree in Business Administration. He's worked previously with advisors throughout the country as an educator and valued consultant. He has used his extensive knowledge of fee-based products and solutions to travel the country speaking with firms about how to best implement these types of solutions into their clients' portfolios. A long-held desire to switch sides of the table and work directly with clients himself to implement some of these ideas has led Eric to Family Wealth Planning Partners. Eric enjoys spending time with his wife Sarah raising their 3 children together. Active members of St. Michael Church, he's a regular coach of numerous youth sports his children participate in, and volunteers his time regularly. Other hobbies include training for the PGA Senior Tour, putting up way too many Christmas lights in December, and learning the ins and outs of becoming a Cheer Dad.
Planning for your future has never been more meaningful. We're an innovative firm helping families create tailored financial plans. Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth's potential. Educated families make better decisions which can lead to greater results.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 7305948
Firm CRD# 147332
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
836 Euclid Avenue (suite 306),
Lexington,
KY
40502
Phone Number
859-263-1117
Your choice of a Financial Advisor is one of the most important decisions you will make. Bad choices can have injurious consequences like stunted compounding from hidden costs, slow growth from bad strategy, and crippling losses due to poor risk management. ProActive Advisors diligently works to navigate the complexities of change. Compare our money management practices and how they can improve your financial life.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
Top Financial Advisor Firms in Kentucky (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Taylor Advisors, Inc., A Hub International Company
700 North Hurstbourne Pkwy , Suite 110, Louisville, KY 40222 |
$8,299,585,000 | 106 |
A percentage of AUM Fixed fees |
| Fourth Street Performance Partners, Inc.
211 Garrard Street, Covington, KY 41011 |
$5,641,801,141 | 121 |
A percentage of AUM Fixed fees |
| Renaissance Investment Management
50 E. Rivercenter Blvd. , Suite 1200, Covington, KY 41011 |
$2,557,705,746 | 998 |
A percentage of AUM |
| Harvey Investment Company, Llc
297 North Hubbards Lane , Suite 102, Louisville, KY 40207 |
$979,438,333 | 268 |
A percentage of AUM Fixed fees |
| First Kentucky Securities Corp
4360 Brownsboro Road , Suite 300, Louisville, KY 40207 |
$717,175,163 | 2592 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| Saling Wealth Advisors
9750 Ormsby Station Road , Suite 102, Louisville, KY 40223 |
$383,449,515 | 722 |
A percentage of AUM Fixed fees |
| Van Leeuwen Retirement & Investment Services
808 West Main Street, Richmond, KY 40475 |
$336,927,638 | 835 |
A percentage of AUM Hourly charges Fixed fees |
| Ricketts Financial, Llc
4360 Brownsboro Road , Suite 115, Louisville, KY 40207 |
$325,285,062 | 262 |
A percentage of AUM Fixed fees |
| Dupree Financial Group, Llc
237 East Main Street, Lexington, KY 40507 |
$290,742,282 | 684 |
A percentage of AUM |
| Centerline Wealth Advisors, Llc
10200 Forest Green Blvd. , Suite 311, Louisville, KY 40223 |
$231,139,543 | 729 |
A percentage of AUM Hourly charges Fixed fees |
| Waycross Partners, Llc
4965 U.S. Highway 42, Suite 2900, Louisville, KY 40222 |
$190,195,237 | 23 |
A percentage of AUM Fixed fees Performance Based |
| Paragon Private Wealth Management Llc
300 West Vine Street , Suite 2201, Lexington, KY 40507 |
$181,785,194 | 370 |
A percentage of AUM Fixed fees |
| Itrust Asset Management, Llc
3320 Tates Creek Road , Suite 100, Lexington, KY 40502 |
$164,129,677 | 404 |
A percentage of AUM Hourly charges Fixed fees |
| Retirement Planning Solutions, Llc
3432 Stony Spring Circle, Louisville, KY 40220 |
$103,826,097 | 654 |
A percentage of AUM Hourly charges Fixed fees |
| Invest Inc.
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503 |
$103,275,363 | 503 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Brandon Fraley Inquire with Brandon |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9525 |
| Bradshaw & Weil Wealth Management Inquire with Bradshaw |
621 Broadway, Paducah, KY 42001 | 270-444-7291 |
| Anne E Bolton Inquire with Anne |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9550 |
| Barr Investment Group Inquire with Barr |
7315 Lou Post Road, Crestwood, KY 40014 | 502-855-3416 |
| Brandon L. Luttrell Inquire with Brandon |
400 West Market St, Ste 2500, Louisville, KY 40202 | 502-562-5120 |
| Amy Spivey Inquire with Amy |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9529 |
| Bob Phelps Inquire with Bob |
400 West Market St, Ste 2500, Louisville, KY 40202 | 502-562-5142 |
| 180 Financial Consulting, LLC Inquire with 180 |
2171 Beil Rd, Burlington, KY 41005 | 859-586-9448 |
| Amy Wiitala Inquire with Amy |
13151 Magisterial Dr, Ste 101-A, Louisville, KY 40223 | 502-423-7073 |
| Bob Schneider Inquire with Bob |
4969 US Highway 42, Suite 1200, Louisville, KY 40222 | 502-394-4025 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
