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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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
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
CFP®, AIF®, CLTC® FAMILY WEALTH PLANNING PARTNERS 9200 Shelbyville Road Ste 103, Louisville, KY 40222 |
14 | Not Specified | $100,000 | Fee-Based |
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,
Louisville,
KY
40222
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.
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 |
* 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 |
Grow your AUM with pre-qualified leads!
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.
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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.
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