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.
Lexington
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
81
non-vetted advisors in your local area. These financial advisors in
Lexington, Kentucky
have an average of
30
years of experience.
NOTE: The list of financial
advisors in
Lexington, 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
Lexington, Kentucky.
Qualified Financial Advisors in Lexington, Kentucky | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
John York
PROACTIVE ADVISORS 836 Euclid Avenue (suite 306), Lexington, KY 40502 |
30 | $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
Top Financial Advisor Firms in Lexington, Kentucky (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
MERIDIAN WEALTH MANAGEMENT, LLC
250 West Main Street , Suite 3150, Lexington, KY 40507 |
$1,882,680,182 | 3399 |
A percentage of AUM Hourly charges Fixed fees |
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225, Lexington, KY 40503 |
$1,238,389,104 | 4765 |
A percentage of AUM Hourly charges Fixed fees |
BALLAST, INC.
360 E. Vine Street , Suite 320, Lexington, KY 40507 |
$462,991,449 | 1445 |
A percentage of AUM Hourly charges Fixed fees Other (PERCENTAGE OF CLIENT'S NET WORTH) |
FWG INVESTMENTS, LLC
2704 Old Rosebud Road , Suite 160, Lexington, KY 40509 |
$336,154,949 | 1198 |
A percentage of AUM Hourly charges Fixed fees |
D. SCOTT NEAL, INC.
3292 Eagle View Lane , Suite 290, Lexington, KY 40509 |
$333,737,325 | 1359 |
A percentage of AUM Hourly charges Fixed fees |
DUPREE FINANCIAL GROUP, LLC
237 East Main Street, Lexington, KY 40507 |
$290,742,282 | 684 |
A percentage of AUM |
JOULE FINANCIAL, LLC
1216 S. Broadway, Lexington, KY 40504 |
$276,816,431 | 1519 |
A percentage of AUM Fixed fees |
ALPHA FINANCIAL PARTNERS LLC
710 E. Main Street , Suite 110, Lexington, KY 40502 |
$271,241,547 | 916 |
A percentage of AUM Hourly charges Fixed fees |
MONEYWATCH ADVISORS, INC.
121 Walton Avenue, Lexington, KY 40508 |
$243,862,619 | 379 |
A percentage of AUM Hourly charges Fixed fees |
WALLACE HART CAPITAL MANAGEMENT
1792 Alysheba Way , Suite 390, Lexington, KY 40509 |
$242,220,000 | 820 |
A percentage of AUM Performance Based |
INVESTMENTS & FINANCIAL PLANNING, LLC
1795 Alysheba Way , Suite 7104, Lexington, KY 40509 |
$223,016,793 | 625 |
A percentage of AUM Hourly charges Fixed fees |
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 |
INVEST INC.
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503 |
$103,275,363 | 503 |
A percentage of AUM Hourly charges Fixed fees |
WRENNE FINANCIAL PLANNING LLC
3399 Tates Creek Road , Suite 115, Lexington, KY 40502 |
$58,927,806 | 922 |
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 |
Anne E Bolton Inquire with Anne |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9550 |
Amy Spivey Inquire with Amy |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9529 |
Andy A Milliken Inquire with Andy |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9537 |
Jake Fink Inquire with Jake |
1000 Monarch St, Ste 250, Lexington, KY 40513 | 859-260-1820 |
Geraldine Gordon Inquire with Geraldine |
230 Lexington Green Cir, Ste 115, Lexington, KY 40503 | 859-971-1660 |
Morgan Stanley Financial Advisors Inquire with Morgan |
444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9500 |
Thrivent Financial Inquire with Thrivent |
771 Corporate Dr, Ste 700, Lexington, KY 40503 | 859-314-0366 |
Russell Capital Management Inquire with Russell |
476 E High St, Lexington, KY 40507 | 859-254-5225 |
R.L. Brown Wealth Management Inquire with R.L. |
135 W Main St, Suite 200, Lexington, KY 40507 | 859-317-5889 |
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