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Find Top Financial Advisors in Crestwood, Kentucky

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Crestwood, Kentucky

Last Updated - February 19, 2024

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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Top Financial Advisor Firms in Crestwood, Kentucky (Ranked by AUM)

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
14 140 $14,542,535,000
A Percentage of AUM, Fixed Fees
RIVER ROAD ASSET MANAGEMENT, LLC
462 South Fourth Street, Suite 2000, Louisville, KY 40202-3466
50 111 $7,802,138,241
A Percentage of AUM, Performance Based
ARGI INVESTMENT SERVICES, LLC
2201 High Wickham Place, Louisville, KY 40245
169 15255 $4,569,619,524
A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)
FOURTH STREET PERFORMANCE PARTNERS, INC.
211 Garrard Street, Covington, KY 41011
14 108 $4,512,203,227
A Percentage of AUM, Fixed Fees
TODD ASSET MANAGEMENT LLC
101 South 5th Street, Suite 3100, Louisville, KY 40202
19 108 $3,974,646,909
A Percentage of AUM, Fixed Fees
PNC REAL ESTATE
101 South Fifth Street, 7th Floor, Louisville, KY 40202
176 63 $2,877,572,823
Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
MIDDLEGROUND CAPITAL
1500 Aristides Blvd., Lexington, KY 40511
82 14 $2,858,053,570
A Percentage of AUM, Performance Based
MCF ADVISORS, LLC
50 E. Rivercenter Blvd.,, Suite 300, Covington, KY 41011
35 4178 $2,325,163,035
A Percentage of AUM, Hourly charges, Fixed Fees
RENAISSANCE INVESTMENT MANAGEMENT
50 E. Rivercenter Blvd., Suite 1200, Covington, KY 41011
17 1099 $2,154,710,841
A Percentage of AUM
MERIDIAN WEALTH MANAGEMENT, LLC
100 W Main Street, Suite 450, Lexington, KY 40507
37 5930 $2,065,789,407
A Percentage of AUM, Hourly charges, Fixed Fees
CULLINAN ASSOCIATES, INC.
295 N. Hubbards Lane, Suite 203, Louisville, KY 40207
17 942 $1,857,130,925
A Percentage of AUM, Fixed Fees
STEGNER INVESTMENT ASSOCIATES INC
233 Breckenridge Lane, Louisville, KY 40207
10 730 $1,728,294,955
A Percentage of AUM, Fixed Fees
KPP ADVISORY SERVICES LLC
9300 Shelbyville Rd., Suite 1310, Louisville, KY 40222
31 2744 $1,476,243,973
A Percentage of AUM, Hourly charges, Fixed Fees
E. S. BARR & COMPANY
1999 Richmond Road, Suite 1b, Lexington, KY 40502
6 848 $1,408,973,691
A Percentage of AUM, Performance Based
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225, Lexington, KY 40503
39 5191 $1,243,093,426
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    The role of a financial advisor is to provide professional financial guidance, advice, and money management services to individuals or businesses. They assist clients in various financial matters, including investment management, retirement planning, wealth management, estate management, and more, depending on the needs of an individual. Financial advisors assess their client's financial goals and risk tolerance and stay updated on market trends, investment options, and regulatory changes to provide informed advice. Additionally, financial advisors often act as fiduciaries, putting their client's best interests first while providing ongoing support and monitoring to help clients achieve their financial objectives. To make sure your best interests are being considered, read more about the role of a fiduciary financial advisor and the support they can provide.

    Many financial advisors in Kentucky are also tax professionals or work closely with tax professionals to help clients with tax planning and optimization. These professionals can help you identify tax-saving strategies and recommend tax-efficient investment options by analyzing your current tax situation. However, the WiserAdvisor directory for the state of Kentucky may not include advisors that specialize in providing tax-related services. In the "Advisory Services Provided" section, you will be able to confirm if tax planning and optimization are among the services an advisor offers.

    A vetted financial advisor in our directory for the state of Kentucky can help you develop an investment strategy that aligns with your goals and risk tolerance. They can provide guidance on how to diversify your portfolio, monitor your investments, and suggest adjustments as needed. Additionally, they can help you navigate market fluctuations and make informed decisions about buying and selling investments. If you are looking to improve your investment portfolio, read on about why professional investment management may be right for you.

    When choosing a financial advisor in Kentucky, it's crucial to avoid common mistakes such as overlooking credentials, neglecting to assess experience and track record, overlooking conflicts of interest, not seeking references or reviews, and neglecting to discuss the advisor's fee structure. By avoiding these mistakes, you can make a more informed decision and select a financial advisor who is qualified, experienced, unbiased, and aligned with your financial goals. To learn more, refer to our guide on choosing the best financial advisor in Kentucky.

    The cost of hiring a financial advisor in Kentucky varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, flat fees, or based on commission. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.

    To check if a financial advisor in Kentucky has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using the following guide to learn how to use BrokerCheck to evaluate a financial advisor's credentials.

    Financial advisors in Kentucky offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and goals. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. Read on to better understand how financial advisors can assist you with the various services they provide.

    When evaluating the qualifications of financial advisors in Kentucky, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.

    To ensure that a financial advisor in Kentucky prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.

    How often you should meet with your financial advisor in Kentucky may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    Many financial planners and wealth managers in Kentucky are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. These professionals can help you minimize your taxes by analyzing your current tax situation, identifying tax-saving strategies, and recommending tax-efficient investment options. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

    Financial advisors in Kentucky typically use a range of resources and tools to track their client's investments and monitor financial progress. These may include creating regular portfolio reports to summarize investment performance and allocation, as well as utilizing risk assessment tools to help determine clients' risk tolerance and align investment strategies. Notably, the availability of resources can vary based on the advisor's expertise, firm practices, and individual client preferences. Therefore, it's important to inquire about an advisor's investment management process to gain more insight. To learn more, read on about how financial advisors track and monitor your financial goals.

    Yes, a financial advisor in Kentucky can help you prepare for your child's college expenses by analyzing your current financial situation, setting college savings goals, and providing guidance on college savings vehicles, such as the 529 College Savings Plan. Advisors can also help you navigate financial aid options when it is time for your child to go to college. To learn more about effective ways to save for college, read on about the best approaches to plan for a college education.

    When choosing a financial advisor in Kentucky, it's important to consider key factors including an advisor's qualifications, experience, and method of compensation. Additionally, it's important to consider their investment philosophy, approach to financial management, and whether a financial advisor is bound to act in your best interests. To ensure you are making an informed decision and choosing the right financial advisor to manage your finances, we recommend our guide on the 5 things to consider when hiring a financial advisor.

    Yes, there are financial advisors in Kentucky who specialize in helping individuals who are retiring without a retirement plan. These advisors understand the unique challenges faced by individuals in this situation and can provide guidance on creating a financial roadmap for retirement. They may assist in developing strategies to maximize savings, establish a sustainable retirement income, and explore investment options suited for late-stage retirement planning. To gain a deeper understanding of late-life retirement planning, read about how to plan for retirement if you are starting later in life.

    Working with a financial advisor in Kentucky can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read about the benefits of working with a financial advisor.