Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Lexington, 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 Lexington, Kentucky

Last Updated - November 28, 2023

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.

Qualified Financial Advisors in Lexington, Kentucky

Financial Advisor Experience AUM Minimum Assets Fee Structure
John York
836 Euclid Avenue (suite 306),
Lexington, KY 40502
30 Years $40,000,000 $100,000 Fee-Based
Brent T. Boden
3008 Lindsey Drive,
Edgewood, KY 41017
15 Years Not Specified $500,000 Fee-Only

Are you a Financial Advisor in Lexington?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Information on Qualified Financial Advisors in Lexington, 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

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

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,
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.

About Savvy Wealth

Savvy Wealth

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

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
250 West Main Street, Suite 3150, Lexington, KY 40507
37 3399 $1,882,680,182
A percentage of AUM, Hourly charges, Fixed fees
527 Wellington Way, Ste 225, Lexington, KY 40503
39 4765 $1,238,389,104
A percentage of AUM, Hourly charges, Fixed fees
360 E. Vine Street, Suite 320, Lexington, KY 40507
6 1445 $462,991,449
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF CLIENT'S NET WORTH)
2704 Old Rosebud Road, Suite 160, Lexington, KY 40509
20 1198 $336,154,949
A percentage of AUM, Hourly charges, Fixed fees
3292 Eagle View Lane, Suite 290, Lexington, KY 40509
10 1359 $333,737,325
A percentage of AUM, Hourly charges, Fixed fees
237 East Main Street, Lexington, KY 40507
6 684 $290,742,282
A percentage of AUM
1216 S. Broadway, Lexington, KY 40504
6 1519 $276,816,431
A percentage of AUM, Fixed fees
710 E. Main Street, Suite 110, Lexington, KY 40502
6 916 $271,241,547
A percentage of AUM, Hourly charges, Fixed fees
121 Walton Avenue, Lexington, KY 40508
5 379 $243,862,619
A percentage of AUM, Hourly charges, Fixed fees
1792 Alysheba Way, Suite 390, Lexington, KY 40509
5 820 $242,220,000
A percentage of AUM, Performance Based
1795 Alysheba Way, Suite 7104, Lexington, KY 40509
5 625 $223,016,793
A percentage of AUM, Hourly charges, Fixed fees
300 West Vine Street, Suite 2201, Lexington, KY 40507
3 370 $181,785,194
A percentage of AUM, Fixed fees
3320 Tates Creek Road, Suite 100, Lexington, KY 40502
4 404 $164,129,677
A percentage of AUM, Hourly charges, Fixed fees
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
3 503 $103,275,363
A percentage of AUM, Hourly charges, Fixed fees
3399 Tates Creek Road, Suite 115, Lexington, KY 40502
5 922 $58,927,806
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Lexington, Kentucky*

    * 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

      Select other cities around Lexington, Kentucky to broaden your search for a financial advisor

      Frequently Asked Questions

      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.