National Retirement Planning Experts

National Coverage
Local Professionals

Find The Best Financial Advisors in Kentucky

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Kentucky involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Kentucky

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Kentucky that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Kentucky. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Kentucky

dummy-image

John York

ProActive Advisors

836 Euclid Avenue (suite 306)

Lexington, KY 40502

859-263-1117

Top Financial Advisor Firms in Kentucky (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
700 North Hurstbourne Pkwy, Suite 110 Louisville, KY 40222
119300 $13,299,593,000 129 A percentage of AUM
Fixed fees
FOURTH STREET PERFORMANCE PARTNERS, INC.
211 Garrard Street, Covington, KY 41011
107339 $5,641,801,141 121 A percentage of AUM
Fixed fees
RENAISSANCE INVESTMENT MANAGEMENT
50 E. Rivercenter Blvd., Suite 1200 Covington, KY 41011
105916 $2,557,705,746 998 A percentage of AUM
HARVEY INVESTMENT COMPANY, LLC
297 North Hubbards Lane, Suite 102 Louisville, KY 40207
110482 $979,438,333 268 A percentage of AUM
Fixed fees
FIRST KENTUCKY SECURITIES CORP
4360 Brownsboro Road, Suite 300 Louisville, KY 40207
7524 $717,175,163 2592 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
SALING WEALTH ADVISORS
9750 Ormsby Station Road, Suite 102 Louisville, KY 40223
283226 $383,449,515 722 A percentage of AUM
Fixed fees
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
808 West Main Street, Richmond, KY 40475
289463 $336,927,638 835 A percentage of AUM
Hourly charges
Fixed fees
RICKETTS FINANCIAL, LLC
4360 Brownsboro Road, Suite 115 Louisville, KY 40207
309381 $325,285,062 262 A percentage of AUM
Fixed fees
DUPREE FINANCIAL GROUP, LLC
237 East Main Street, Lexington, KY 40507
131091 $290,742,282 684 A percentage of AUM
CENTERLINE WEALTH ADVISORS, LLC
10200 Forest Green Blvd., Suite 311 Louisville, KY 40223
164485 $231,139,543 729 A percentage of AUM
Hourly charges
Fixed fees
WAYCROSS PARTNERS, LLC
4965 U.S. Highway 42, Suite 2900, Louisville, KY 40222
153838 $190,195,237 23 A percentage of AUM
Fixed fees
Performance Based
PARAGON PRIVATE WEALTH MANAGEMENT LLC
300 West Vine Street, Suite 2201 Lexington, KY 40507
312817 $181,785,194 370 A percentage of AUM
Fixed fees
ITRUST ASSET MANAGEMENT, LLC
3320 Tates Creek Road, Suite 100 Lexington, KY 40502
164193 $164,129,677 404 A percentage of AUM
Hourly charges
Fixed fees
RETIREMENT PLANNING SOLUTIONS, LLC
3432 Stony Spring Circle, Louisville, KY 40220
311575 $103,826,097 654 A percentage of AUM
Hourly charges
Fixed fees
INVEST INC.
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
146357 $103,275,363 503 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in 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
Bradshaw & Weil Wealth Management
Inquire with Bradshaw
621 Broadway, Paducah, KY 42001 270-444-7291
Anne E Bolton
Inquire with Anne
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9550
Barr Investment Group
Inquire with Barr
7315 Lou Post Road, Crestwood, KY 40014 502-855-3416
Brandon L. Luttrell
Inquire with Brandon
400 West Market St, Ste 2500 Louisville, KY 40202 502-562-5120
Amy Spivey
Inquire with Amy
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9529
Bob Phelps
Inquire with Bob
400 West Market St, Ste 2500 Louisville, KY 40202 502-562-5142
180 Financial Consulting, LLC
Inquire with 180
2171 Beil Rd, Burlington, KY 41005 859-586-9448
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

Select other cities around Kentucky to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors