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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-Jun-2022

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

Information on Qualified Financial Advisors in Kentucky

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.

About Family Wealth Planning Partners

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

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
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

    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.

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      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?