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Find Top Financial Advisors in Lexington, Kentucky

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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 - 13-May-2022

Lexington has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 75 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

Information on Qualified Financial Advisors in Lexington

Qualifications CRD# 7305948
FirmCRD# 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 Lexington, Kentucky
Firm Name AUM No. of Clients Fee Structure
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
Paragon Private Wealth Management Llc
300 West Vine Street , Suite 2201,
Lexington, KY 40507
$181,785,194 370 A percentage of AUM
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
Dupree Financial Group, Llc
237 East Main Street,
Lexington, KY 40507
$290,742,282 684 A percentage of AUM
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)
Wallace Hart Capital Management
1792 Alysheba Way , Suite 390,
Lexington, KY 40509
$242,220,000 820 A percentage of AUM
Performance Based
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
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
Joule Financial
1216 S. Broadway,
Lexington, KY 40504
$276,816,431 1519 A percentage of AUM
Fixed fees
Investments & Financial Planning, Llc
1795 Alysheba Way , Suite 7104,
Lexington, KY 40509
$223,016,793 625 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
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
Fwg Investments, Llc
2704 Old Rosebud Road , Suite 160,
Lexington, KY 40509
$336,154,949 1198 A percentage of AUM
Hourly charges
Fixed fees
E. S. Barr & Company
1999 Richmond Road , Suite 1b,
Lexington, KY 40502
$1,748,846,704 855 A percentage of AUM
Performance Based

    List of Additional Advisors in Lexington, 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
    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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      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 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.

      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?