Find Best Financial Advisors in Kentucky

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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.

Finding the Top Financial Advisor in Kentucky
Last Updated - 28-Nov-2022

Kentucky has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 575 non-vetted advisors in your local area. These financial advisors in Kentucky have an average of 30 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
John York
836 Euclid Avenue (suite 306),
Lexington, KY 40502
30 $40,000,000 $100,000 Fee-Based

Information on Qualified Financial Advisors in Kentucky

Qualifications Firm CRD# 147332
Series 65

Compensation/Fee Fee-Based, Based on Assets

Office Location 836 Euclid Avenue (suite 306),
Phone Number 859-263-1117

About ProActive Advisors

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
700 North Hurstbourne Pkwy , Suite 110,
Louisville, KY 40222
$13,299,593,000 129 A percentage of AUM
Fixed fees
211 Garrard Street,
Covington, KY 41011
$5,641,801,141 121 A percentage of AUM
Fixed fees
50 E. Rivercenter Blvd. , Suite 1200,
Covington, KY 41011
$2,557,705,746 998 A percentage of AUM
297 North Hubbards Lane , Suite 102,
Louisville, KY 40207
$979,438,333 268 A percentage of AUM
Fixed fees
4360 Brownsboro Road , Suite 300,
Louisville, KY 40207
$717,175,163 2592 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
9750 Ormsby Station Road , Suite 102,
Louisville, KY 40223
$383,449,515 722 A percentage of AUM
Fixed fees
808 West Main Street,
Richmond, KY 40475
$336,927,638 835 A percentage of AUM
Hourly charges
Fixed fees
4360 Brownsboro Road , Suite 115,
Louisville, KY 40207
$325,285,062 262 A percentage of AUM
Fixed fees
237 East Main Street,
Lexington, KY 40507
$290,742,282 684 A percentage of AUM
10200 Forest Green Blvd. , Suite 311,
Louisville, KY 40223
$231,139,543 729 A percentage of AUM
Hourly charges
Fixed fees
4965 U.S. Highway 42, Suite 2900,
Louisville, KY 40222
$190,195,237 23 A percentage of AUM
Fixed fees
Performance Based
300 West Vine Street , Suite 2201,
Lexington, KY 40507
$181,785,194 370 A percentage of AUM
Fixed fees
3320 Tates Creek Road , Suite 100,
Lexington, KY 40502
$164,129,677 404 A percentage of AUM
Hourly charges
Fixed fees
3432 Stony Spring Circle,
Louisville, KY 40220
$103,826,097 654 A percentage of AUM
Hourly charges
Fixed fees
444 Lewis Hargett Circle, Ste 125,
Lexington, KY 40503
$103,275,363 503 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Kentucky*

    * 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
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      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?