Find Top Financial Advisors in Louisville, Kentucky

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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.

Finding the Top Financial Advisor in Louisville, Kentucky
Last Updated - 28-Jun-2022

Louisville has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 188 non-vetted advisors in your local area. These financial advisors in Louisville, Kentucky have an average of 14 years of experience.

NOTE: The list of financial advisors in Louisville, 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 Louisville, Kentucky.

Qualified Financial Advisors in Louisville, Kentucky
Financial Advisor Experience AUM Minimum Assets Fee Structure
Eric Douglas
9200 Shelbyville Road Ste 103,
Louisville, KY 40222
14 Not Specified $100,000 Fee-Based

Information on Qualified Financial Advisors in Louisville

Qualifications CRD# 5561316
Firm CRD# 125112
Series 6, 7, 26, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee

Office Location 9200 Shelbyville Road Ste 103,
Phone Number 502-200-5210

Eric Douglas is a Louisville native through and through. Born and raised here, he also attended Bellarmine University where he received both his Bachelor's Degree in Communications and English and a Master's Degree in Business Administration. He's worked previously with advisors throughout the country as an educator and valued consultant. He has used his extensive knowledge of fee-based products and solutions to travel the country speaking with firms about how to best implement these types of solutions into their clients' portfolios. A long-held desire to switch sides of the table and work directly with clients himself to implement some of these ideas has led Eric to Family Wealth Planning Partners. Eric enjoys spending time with his wife Sarah raising their 3 children together. Active members of St. Michael Church, he's a regular coach of numerous youth sports his children participate in, and volunteers his time regularly. Other hobbies include training for the PGA Senior Tour, putting up way too many Christmas lights in December, and learning the ins and outs of becoming a Cheer Dad.

About Family Wealth Planning Partners

Planning for your future has never been more meaningful. We're an innovative firm helping families create tailored financial plans. Making informed decisions requires a look at the big picture. We parter with clients regarding their financial goals to provide them a bird's-eye view of their wealth's potential. Educated families make better decisions which can lead to greater results.

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, Estate Planning & Trusts, Insurance Products & Annuities

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

Firm Name AUM No. of Clients Fee Structure
Taylor Advisors, Inc., A Hub International Company
700 North Hurstbourne Pkwy , Suite 110,
Louisville, KY 40222
$8,299,585,000 106 A percentage of AUM
Fixed fees
Harvey Investment Company, Llc
297 North Hubbards Lane , Suite 102,
Louisville, KY 40207
$979,438,333 268 A percentage of AUM
Fixed fees
First Kentucky Securities Corp
4360 Brownsboro Road , Suite 300,
Louisville, KY 40207
$717,175,163 2592 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Private Client Services, Llc
2225 Lexington Road,
Louisville, KY 40206
$615,084,214 1967 A percentage of AUM
Hourly charges
Fixed fees
Alexander Investment Services Co.
909 Lily Creek Road #101,
Louisville, KY 40243-2808
$523,728,928 1114 A percentage of AUM
Fixed fees
Atlas Brown
333 East Main Street , Suite 400,
Louisville, KY 40202-1259
$449,197,989 1009 A percentage of AUM
Fixed fees
Saling Wealth Advisors
9750 Ormsby Station Road , Suite 102,
Louisville, KY 40223
$383,449,515 722 A percentage of AUM
Fixed fees
Ricketts Financial, Llc
4360 Brownsboro Road , Suite 115,
Louisville, KY 40207
$325,285,062 262 A percentage of AUM
Fixed fees
Pillar Financial Advisors, Llc
3046 Breckenridge Lane , Suite 104,
Louisville, KY 40220
$263,782,220 691 A percentage of AUM
Hourly charges
Fixed fees
Centerline Wealth Advisors, Llc
10200 Forest Green Blvd. , Suite 311,
Louisville, KY 40223
$231,139,543 729 A percentage of AUM
Hourly charges
Fixed fees
Lanier Asset Management, Llc
10200 Forest Green Boulevard , Suite 300,
Louisville, KY 40223
$213,518,510 384 A percentage of AUM
Fixed fees
Waycross Partners, Llc
4965 U.S. Highway 42, Suite 2900,
Louisville, KY 40222
$190,195,237 23 A percentage of AUM
Fixed fees
Performance Based
Magnate Advisory Services, Llc
400 Blankenbaker Parkway , Suite 100,
Louisville, KY 40243
$164,907,978 1855 A percentage of AUM
Hourly charges
Fixed fees
Accredited Wealth Management Llc
6010 Brownsboro Park Blvd. , Suite F,
Louisville, KY 40207
$114,400,000 369 A percentage of AUM
Hourly charges
Fixed fees
Retirement Planning Solutions, Llc
3432 Stony Spring Circle,
Louisville, KY 40220
$103,826,097 654 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Louisville, Kentucky*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brandon L. Luttrell
    Inquire with Brandon
    400 West Market St, Ste 2500, Louisville, KY  40202 502-562-5120
    Bob Phelps
    Inquire with Bob
    400 West Market St, Ste 2500, Louisville, KY  40202 502-562-5142
    Amy Wiitala
    Inquire with Amy
    13151 Magisterial Dr, Ste 101-A, Louisville, KY  40223 502-423-7073
    Bob Schneider
    Inquire with Bob
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4025
    Bruce Miller
    Inquire with Bruce
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4012
    Alexandra Ehret
    Inquire with Alexandra
    400 West Market St, Ste 2500, Louisville, KY  40202 502-562-5166
    Brent Stern
    Inquire with Brent
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4080
    Beau Stone
    Inquire with Beau
    805 N Whittington Pkwy, Ste 100, Louisville, KY  40222 502-394-3961
    Alexander Blair
    Inquire with Alexander
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4072
    Brett Mahle
    Inquire with Brett
    4969 US Highway 42, Suite 1200, Louisville, KY  40222 502-394-4006
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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.

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      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?