How do I choose a financial planner for retirement?

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

How do I know if my financial advisor is a fiduciary?

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.

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Find Top Financial Advisors in Paducah, Kentucky

Q: What does a financial advisor do?

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.

Q: Is it worth paying for 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 breast 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.

Q: What is the difference between a financial planner and 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

Q: When should I hire 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.

Q: How do I choose the right 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.

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Paducah, Kentucky, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Paducah, Kentucky

Paducah has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Paducah, Kentucky have an average of 11 years of experience.

NOTE: The list of vetted financial advisors in Paducah, 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 Paducah, Kentucky.

Qualified Financial Advisors in Paducah, Kentucky

VETTED

Financial Advisor	Experience	AUM	Minimum Assets	Fee Structure
Nathanial ShupePrudential/LPL16 S Division StDu Quoin, IL 62832	11 Years	Not Specified	Not Specified	Fee-Based

Financial Advisor

Nathanial ShupePrudential/LPL16 S Division StDu Quoin, IL 62832

Experience11 Years

AUMNot Specified

Minimum AssetsNot Specified

Fee StructureFee-Based

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Information on Qualified Financial Advisors in Paducah, Kentucky

VETTED

Nathanial Shupe

Prudential/LPL

About Nathanial Shupe

Nathanial Shupe is a dedicated financial professional based in Du Quoin, Illinois, specializing in structured wealth management, comprehensive retirement planning, and multi-generational wealth preservation strategies. Operating with a commitment to clarity and strategic alignment, Nathanial helps high-earning professionals, business owners, and retirees navigate the modern macroeconomic landscape. By translating sophisticated wealth concepts into actionable frameworks, he guides clients through the nuances of tax-advantaged positioning, corporate benefits optimizations, and asset allocation strategies.

Nathanial's investment philosophy balances growth with risk mitigation. He understands that building wealth requires a dual focus: optimizing market capture during expansions while implementing defensive protocols to protect accumulated capital. By maintaining a thorough evaluation of macroeconomic indicators and structural trends, he structures portfolios that align with each clients timeline, income requirements, and legacy goals.

As a trusted partner to families and business leaders across Illinois, Nathanial addresses complex financial challenges with custom solutions. He closely coordinates with legal and tax professionals to ensure every estate mechanism, insurance wrapper, and corporate distribution strategy functions as a cohesive unit. His approachable yet authoritative guidance enables clients to confidently manage transitions, from business successions and high-bracket income years to sustainable lifetime income distributions in retirement.

About Prudential/LPL

Prudential Advisors provides comprehensive financial planning, investment management, and protection solutions backed by an institution with over a century of financial stability. Guided by core principles of integrity, fiduciary responsibility, and structural transparency, the firm delivers customized wealth strategies to individuals, families, and business leaders. The infrastructure combines advanced financial technologies, robust institutional research, and personalized advisor collaboration to help clients protect accumulated assets, optimize investment velocity, and build sustainable multi-generational legacies.

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

Qualifications

CRD# 6321009 Firm CRD# 8733Series 6, 26, 63, 65

Compensation/Fee

Fee-Based, Commissions, Based on Assets

Office Location

16 S Division St,Du Quoin,IL 62832

Phone Number

618-790-4938

WiserAdvisor Reviews

Note: 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.

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Top Financial Advisory Firms in Paducah, Kentucky

Paducah, Kentucky is home to several reputable financial advisory firms specializing in multiple advisory services such as investment management, retirement planning, estate planning, tax strategies, and risk management.

Most firms in Paducah, Kentucky are registered with the SEC and follow a fiduciary standard. This means that they are legally obligated to act in the best interest of their clients. Being part of one of the largest and most diverse financial advisory markets in the country, the firms are well-versed in serving individuals and businesses with complex financial needs.

Methodology

To identify the top financial advisors and advisory firms in Paducah, Kentucky, all SEC-registered firms based in the city were first identified. Each firm was subsequently assessed based on the number of clients and affiliated advisors, AUM, fee structure, and the range of advisory services they provide. The associated advisors and firms were then ranked according to the following criteria:

AUM:Firms are ranked based on the size of their AUM, with those having larger AUMs being ranked higher.

Number of Clients:Firms catering primarily to individual clients were ranked higher.

Fee Structure:Firms employing a fee-only compensation structure are ranked higher.

Age of Firm:Established firms with proven longevity are ranked higher.

Clients per Advisor:Firms having a lower client-to-advisor ratio are ranked higher.

Advisory Services Offered:Firms offering a broad range of advisory services are ranked higher.

Please note: All information is sourced from publicly available records and updated once a year, ensuring any changes in credentials, services, or regulatory status are reflected and up to date. Firms are selected and ranked independently, according to the criteria described above.

WiserAdvisor features the firms listed above in the 'Top Advisory Firms' section based on objective criteria, without any influence from existing affiliations. No firm receives preferential treatment due to any relationship with WiserAdvisor.


TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANYLouisville, KY	14	147	$16,780,521,000	A percentage of AUM, Fixed fees
RIVER ROAD ASSET MANAGEMENT, LLCLouisville, KY	44	93	$7,678,048,654	A percentage of AUM, Performance Based
TODD ASSET MANAGEMENT LLCLouisville, KY	19	105	$4,469,969,570	A percentage of AUM, Fixed fees
MIDDLEGROUND CAPITALLexington, KY	142	21	$3,803,189,141	A percentage of AUM, Performance Based
PNC REAL ESTATELouisville, KY	180	67	$3,257,395,486	Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
MERIDIAN WEALTH MANAGEMENT, LLCLexington, KY	37	8456	$2,905,556,042	A percentage of AUM, Hourly charges, Fixed fees
RENAISSANCE INVESTMENT MANAGEMENTCovington, KY	17	1208	$2,538,177,212	A percentage of AUM
STEGNER INVESTMENT ASSOCIATES INCLouisville, KY	11	744	$2,119,435,054	A percentage of AUM, Fixed fees
CULLINAN ASSOCIATES, INC.Louisville, KY	18	943	$1,854,292,560	A percentage of AUM, Fixed fees
E. S. BARR & COMPANYLexington, KY	6	866	$1,796,022,602	A percentage of AUM, Performance Based
KEYSTONE FINANCIAL GROUP, LLCLexington, KY	45	5260	$1,509,725,992	A percentage of AUM, Hourly charges, Fixed fees
BARLOW WEALTH PARTNERS, LLCLouisville, KY	6	1404	$1,215,744,287	A percentage of AUM, Hourly charges, Fixed fees
LEGACY FINANCIAL ADVISORS, INC.Covington, KY	17	4401	$1,125,634,229	A percentage of AUM, Fixed fees
PARTHENON LLCLouisville, KY	7	470	$1,120,457,850	A percentage of AUM, Performance Based
DUPREE & COMPANY, INC.Lexington, KY	13	1	$1,031,166,310	A percentage of AUM

Firm Name

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANYLouisville, KY

No. of Advisors14

AUM$16,780,521,000

No. of Clients147

Fee StructureA percentage of AUM, Fixed fees

Firm Name

RIVER ROAD ASSET MANAGEMENT, LLCLouisville, KY

No. of Advisors44

AUM$7,678,048,654

No. of Clients93

Fee StructureA percentage of AUM, Performance Based

Firm Name

TODD ASSET MANAGEMENT LLCLouisville, KY

No. of Advisors19

AUM$4,469,969,570

No. of Clients105

Fee StructureA percentage of AUM, Fixed fees

Firm Name

MIDDLEGROUND CAPITALLexington, KY

No. of Advisors142

AUM$3,803,189,141

No. of Clients21

Fee StructureA percentage of AUM, Performance Based

Firm Name

PNC REAL ESTATELouisville, KY

No. of Advisors180

AUM$3,257,395,486

No. of Clients67

Fee StructureOther (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)

Firm Name

MERIDIAN WEALTH MANAGEMENT, LLCLexington, KY

No. of Advisors37

AUM$2,905,556,042

No. of Clients8456

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

RENAISSANCE INVESTMENT MANAGEMENTCovington, KY

No. of Advisors17

AUM$2,538,177,212

No. of Clients1208

Fee StructureA percentage of AUM

Firm Name

STEGNER INVESTMENT ASSOCIATES INCLouisville, KY

No. of Advisors11

AUM$2,119,435,054

No. of Clients744

Fee StructureA percentage of AUM, Fixed fees

Firm Name

CULLINAN ASSOCIATES, INC.Louisville, KY

No. of Advisors18

AUM$1,854,292,560

No. of Clients943

Fee StructureA percentage of AUM, Fixed fees

Firm Name

E. S. BARR & COMPANYLexington, KY

No. of Advisors6

AUM$1,796,022,602

No. of Clients866

Fee StructureA percentage of AUM, Performance Based

Firm Name

KEYSTONE FINANCIAL GROUP, LLCLexington, KY

No. of Advisors45

AUM$1,509,725,992

No. of Clients5260

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

BARLOW WEALTH PARTNERS, LLCLouisville, KY

No. of Advisors6

AUM$1,215,744,287

No. of Clients1404

Fee StructureA percentage of AUM, Hourly charges, Fixed fees

Firm Name

LEGACY FINANCIAL ADVISORS, INC.Covington, KY

No. of Advisors17

AUM$1,125,634,229

No. of Clients4401

Fee StructureA percentage of AUM, Fixed fees

Firm Name

PARTHENON LLCLouisville, KY

No. of Advisors7

AUM$1,120,457,850

No. of Clients470

Fee StructureA percentage of AUM, Performance Based

Firm Name

DUPREE & COMPANY, INC.Lexington, KY

No. of Advisors13

AUM$1,031,166,310

No. of Clients1

Fee StructureA percentage of AUM

Frequently Asked Questions

What does a financial advisor do?

Is it worth paying for a financial advisor?

What is the difference between a financial planner and a financial advisor?

When should I hire a financial advisor?

How do I choose the right financial advisor?