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
Louisville, Kentucky, located in the Bluegrass region and known for its rolling hills and fertile pastures, is the largest city in the state of Kentucky. Louisville has a cost of living that is approximately 8% lower than the national average; financial advisors in Louisville may be able to advise you on how to stretch the dollar and make prudent investments that would enable you to reach your financial goals. With 1050 or more advisors in and around the Louisville area to choose from, making a decision as to which advisor would be the best fit for you may be quite daunting. At WiserAdvisor, our mission is to help individuals and families find and compare the best advisor that meets their requirements.
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. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications inin Louisville, Kentucky.
Louisville
has
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Louisville,
Kentucky
have an average of
24
years of experience.
NOTE: The list of vetted financial
advisors in
Louisville,
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
Louisville, Kentucky.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 23 Years | Not Specified | $0 | Fee-Based | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
| 25 Years | $535,293,000 | Not Specified | Fee-Only | |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
Qualifications
CRD# 4325125
Firm CRD# 282580
Series 63, 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
11803 Brinley Avenue,
Louisville,
KY
40243
Phone Number
502-254-1030
Chris left the corporate world in 2009 to become an independent financial advisor, offering a broad spectrum of services and knowledge to pre-retirees and those already retired. Chris has been in the financial services industry for 20 years+ and has been a small business owner for 25+ years. Prior to his Lead Advisor and Portfolio Manager role here at Revolutionary Financial Group, he ran agencies for large corporations and recruited and trained other financial advisors. Chris looks forward to working with you and the conversations you'll have. Welcome, and please let us know if you ever have any questions.
The mission of Revolutionary Financial Group is to be a reliable, professional resource for all high-net-worth individuals at or near retirement. We strive to provide a source of knowledge pertaining to the financial matters that apply to your unique situation. We will provide advice based upon our many years of experience in the financial industry. We will serve our clients with the highest levels of integrity. We take the following four-step approach in developing our strategy for a more confident future. 1. Identify short- and long-term objectives We help you to identify and understand your objectives, the first step to developing a strategy for a more confident financial retirement. 2. Identify your options and how each will affect your situation Everyone's situation is different, so we want you to understand how each decision we make together can affect you and the strategy we're developing. We consider your risk profile to determine how much should be put into higher-risk investments and more conservative alternatives. We help you stay within your comfort level instead of chasing those short-term market returns. 3. Build the right financial strategy for you Personal preferences, cash flow needs, short- and long-term goals are just a few ways to invest your money. Today, there are more investment vehicles than ever before, including some more conservative alternatives. Together we can build a strategy to help you feel more confident about your financial future. 4. Schedule periodic reviews Periodic reviews enable you stay on course, address many changes that may occur and help ensure that goals are accomplished. We will keep you informed via periodic reviews.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
9960 Corporate Campus Drive,
Suite 1200,
Louisville,
KY
40223
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
Qualifications
Firm CRD# 286230
Compensation/Fee Fee-Only, Based on Assets
Office Location
301 Townepark Circle,
Louisville,
KY
40243
Phone Number
502-398-5051
Reliant Wealth Planning is a premier retirement and estate planning firm, combined with personalized portfolio management, with both decades of experience and deep technical expertise and training. Reliant's differentiating value is our focus on building comfort for clients. Comfort is NOT some abstract feeling, but rather a deep sense of your needs being met, based on three factors: 1) Relationship 2) Expertise 3) Trust. We think the world of wealth management is divided between NOUN-focused or VERB-focused Advisors. Noun-focused Advisors have a product on the shelf to sell. VERB-focused Advisors, such as Reliant, rely on objective, disciplined processes to advise you as to what actions you should take to improve your ability to achieve your financial purpose.
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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 104510
Compensation/Fee Fee-Only, Based on Assets
Office Location
3094 Harrodsburg Road,
Suite 202,
Lexington,
KY
40503
Phone Number
877-208-7414
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's1 (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets. 1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| 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 | 147 | $16,780,521,000 | A percentage of AUM, Fixed fees |
| 44 | 93 | $7,678,048,654 | A percentage of AUM, Performance Based |
|
| 19 | 105 | $4,469,969,570 | A percentage of AUM, Fixed fees |
|
| 180 | 67 | $3,257,395,486 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
|
| 11 | 744 | $2,119,435,054 | A percentage of AUM, Fixed fees |
|
| 18 | 943 | $1,854,292,560 | A percentage of AUM, Fixed fees |
|
| 6 | 1404 | $1,215,744,287 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 7 | 470 | $1,120,457,850 | A percentage of AUM, Performance Based |
|
| 4 | 264 | $913,288,498 | A percentage of AUM, Fixed fees |
|
| 76 | 22963 | $900,767,493 | A percentage of AUM, Hourly charges |
|
| 33 | 3405 | $874,251,636 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 60 | 2890 | $845,810,789 | A percentage of AUM, Hourly charges, Fixed fees |
|
| 22 | 53 | $836,579,864 | A percentage of AUM, Performance Based |
|
| 20 | 1757 | $678,564,542 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMMISSIONS FOR FIXED INCOME PRINCIPAL TRANSACTIONS) |
|
| 13 | 1242 | $641,355,878 | A percentage of AUM, Fixed fees |
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.
