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
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
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
83
non-vetted advisors in your local area. These financial advisors in
Lexington,
Kentucky
have an average of
22
years of experience.
NOTE: The list of vetted financial
advisors in
Lexington,
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
Lexington, Kentucky.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 30 Years | $40,000,000 | $100,000 | Fee-Based | |
| 15 Years | Not Specified | $500,000 | Fee-Only |
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
Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
3008 Lindsey Drive,
Edgewood,
KY
41017
Phone Number
513-278-5045
Brent brings 15+ years of financial planning, investment and insurance experience to Savvy. He is passionate about helping clients align their financial goals and aspirations with the right strategies to help them plan for the future and remove financial roadblocks. Brent enjoys building existing and new relationships with his clients by analyzing and developing financial forecasts with actionable plans to guide them through their wealth management, including retirement, investment, risk management, lending, banking, and business and multi-generational planning. Using an educational approach, he encourages clients to ask questions as we work together to design a plan for their financial future. Brent is a long-time resident of Northern Kentucky & Greater Cincinnati with his wife Nikki and three children. He is committed to giving back to the community through service as a member of the Northern Kentucky Estate Planning Council and Northern Kentucky Chamber of Commerce and serves on the St. Elizabeth Foundation Board. In his spare time, he enjoys spending time with friends and family, reading, coaching and playing soccer, golf, tennis, backpacking, and traveling.
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 37 | 3399 | $1,882,680,182 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 39 | 4765 | $1,238,389,104 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 1445 | $462,991,449 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF CLIENT'S NET WORTH)
|
|
| 20 | 1198 | $336,154,949 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 1359 | $333,737,325 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 684 | $290,742,282 | A percentage of AUM
|
|
| 6 | 1519 | $276,816,431 | A percentage of AUM, Fixed fees
|
|
| 6 | 916 | $271,241,547 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 379 | $243,862,619 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 820 | $242,220,000 | A percentage of AUM, Performance Based
|
|
| 5 | 625 | $223,016,793 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 370 | $181,785,194 | A percentage of AUM, Fixed fees
|
|
| 4 | 404 | $164,129,677 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 3 | 503 | $103,275,363 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 5 | 922 | $58,927,806 | 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 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9550 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9529 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9537 | |
| 1000 Monarch St, Ste 250, Lexington, KY 40513 | 859-260-1820 | |
| 230 Lexington Green Cir, Ste 115, Lexington, KY 40503 | 859-971-1660 | |
| 444 East Main St, Ste 111, Lexington, KY 40507 | 859-231-9500 | |
| 771 Corporate Dr, Ste 700, Lexington, KY 40503 | 859-314-0366 | |
| 476 E High St, Lexington, KY 40507 | 859-254-5225 | |
| 135 W Main St, Suite 200, Lexington, KY 40507 | 859-317-5889 |
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 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?
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.
