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
Personalized advice for portfolio size
of 100K & above
Kentucky has a diverse economy and breathtaking natural landscapes that make it an appealing place to live and work. If you are a resident of Kentucky or looking to move here you may want to consider hiring an experienced and certified financial professional to take advantage of the economic opportunities and plan your finances. Developing a solid financial plan, whether it be saving for retirement, or saving to grow your wealth and investments, is always essential for achieving long-term financial goals. WiserAdvisor provides a list of ranked financial advisors and advisory firms experienced in assisting clients in and around Kentucky that may be a good place for you to start your search for a financial advisor. By connecting with a trusted advisor, Kentucky residents like you can receive personalized financial advice and guidance to identify opportunities for financial growth.
Kentucky
has
1
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
592
non-vetted advisors in your local area. These financial advisors in
Kentucky
have an average of
30
years of experience.
NOTE: The list of vetted financial
advisors in
Kentucky
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $40,000,000 | $100,000 | Fee-Based |
Qualifications
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
700 North Hurstbourne Pkwy, Suite 110, Louisville, KY 40222 |
13 | 129 | $13,299,593,000 | A percentage of AUM, Fixed fees
|
| 13 | 121 | $5,641,801,141 | A percentage of AUM, Fixed fees
|
|
| 20 | 998 | $2,557,705,746 | A percentage of AUM
|
|
| 5 | 268 | $979,438,333 | A percentage of AUM, Fixed fees
|
|
| 33 | 2592 | $717,175,163 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 10 | 722 | $383,449,515 | A percentage of AUM, Fixed fees
|
|
| 3 | 835 | $336,927,638 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 4 | 262 | $325,285,062 | A percentage of AUM, Fixed fees
|
|
| 6 | 684 | $290,742,282 | A percentage of AUM
|
|
| 5 | 729 | $231,139,543 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 13 | 23 | $190,195,237 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 3 | 370 | $181,785,194 | A percentage of AUM, Fixed fees
|
|
| 4 | 404 | $164,129,677 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 654 | $103,826,097 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 503 | $103,275,363 | A percentage of AUM, Hourly charges, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9525 | |
| 621 Broadway, Paducah, KY 42001 | 270-444-7291 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9550 | |
| 7315 Lou Post Road, Crestwood, KY 40014 | 502-855-3416 | |
| 400 West Market St, Ste 2500, Louisville, KY 40202 | 502-562-5120 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9529 | |
| 400 West Market St, Ste 2500, Louisville, KY 40202 | 502-562-5142 | |
| 2171 Beil Rd, Burlington, KY 41005 | 859-586-9448 | |
| 13151 Magisterial Dr, Ste 101-A, Louisville, KY 40223 | 502-423-7073 | |
| 4969 US Highway 42, Suite 1200, Louisville, KY 40222 | 502-394-4025 |
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?
