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Find The Best Financial Advisors in Lexington, Kentucky

Lexington, Kentucky, known as an important economic and cultural center, is the second largest city in the state. Located in the bluegrass region, Lexington has an estimated population of 346,663 residents. The city has a cost of living that is 22% lower than the national average, so connecting with a top financial advisor in the city would be beneficial to take advantage of this low-cost city. With up to 474 financial advisors in the city, it would be wise to connect with 1-3 professionals familiar with your financial situation and city laws. FinancialAdvisor.net helps simplify the financial advisor search process so that you can connect with a professional advisor in the Lexington area that is best suited to help with your financial needs.

How To Find The Best Financial Advisors in Lexington, Kentucky

Last Updated - 24-Jan-2023

If you’re looking for qualified financial advisors in Lexington, Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 81 non-vetted financial advisors in Lexington, Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lexington, Kentucky have an average of 30 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Lexington, Kentucky

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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
MERIDIAN WEALTH MANAGEMENT, LLC
250 West Main Street, Suite 3150 Lexington, KY 40507
151523 $1,882,680,182 3399 A percentage of AUM
Hourly charges
Fixed fees
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225, Lexington, KY 40503
170201 $1,238,389,104 4765 A percentage of AUM
Hourly charges
Fixed fees
BALLAST, INC.
360 E. Vine Street, Suite 320 Lexington, KY 40507
152695 $462,991,449 1445 A percentage of AUM
Hourly charges
Fixed fees
Other (PERCENTAGE OF CLIENT'S NET WORTH)
FWG INVESTMENTS, LLC
2704 Old Rosebud Road, Suite 160 Lexington, KY 40509
284064 $336,154,949 1198 A percentage of AUM
Hourly charges
Fixed fees
D. SCOTT NEAL, INC.
3292 Eagle View Lane, Suite 290 Lexington, KY 40509
110975 $333,737,325 1359 A percentage of AUM
Hourly charges
Fixed fees
DUPREE FINANCIAL GROUP, LLC
237 East Main Street, Lexington, KY 40507
131091 $290,742,282 684 A percentage of AUM
JOULE FINANCIAL, LLC
1216 S. Broadway, Lexington, KY 40504
320791 $276,816,431 1519 A percentage of AUM
Fixed fees
ALPHA FINANCIAL PARTNERS LLC
710 E. Main Street, Suite 110 Lexington, KY 40502
306639 $271,241,547 916 A percentage of AUM
Hourly charges
Fixed fees
MONEYWATCH ADVISORS, INC.
121 Walton Avenue, Lexington, KY 40508
107337 $243,862,619 379 A percentage of AUM
Hourly charges
Fixed fees
WALLACE HART CAPITAL MANAGEMENT
1792 Alysheba Way, Suite 390 Lexington, KY 40509
285981 $242,220,000 820 A percentage of AUM
Performance Based
INVESTMENTS & FINANCIAL PLANNING, LLC
1795 Alysheba Way, Suite 7104 Lexington, KY 40509
164333 $223,016,793 625 A percentage of AUM
Hourly charges
Fixed fees
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
INVEST INC.
444 Lewis Hargett Circle, Ste 125, Lexington, KY 40503
146357 $103,275,363 503 A percentage of AUM
Hourly charges
Fixed fees
WRENNE FINANCIAL PLANNING LLC
3399 Tates Creek Road, Suite 115 Lexington, KY 40502
173029 $58,927,806 922 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
Anne E Bolton
Inquire with Anne
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9550
Amy Spivey
Inquire with Amy
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9529
Andy A Milliken
Inquire with Andy
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9537
Jake Fink
Inquire with Jake
1000 Monarch St, Ste 250 Lexington, KY 40513 859-260-1820
Geraldine Gordon
Inquire with Geraldine
230 Lexington Green Cir, Ste 115 Lexington, KY 40503 859-971-1660
Morgan Stanley Financial Advisors
Inquire with Morgan
444 East Main St, Ste 111 Lexington, KY 40507 859-231-9500
Thrivent Financial
Inquire with Thrivent
771 Corporate Dr, Ste 700 Lexington, KY 40503 859-314-0366
Russell Capital Management
Inquire with Russell
476 E High St, Lexington, KY 40507 859-254-5225
R.L. Brown Wealth Management
Inquire with R.L.
135 W Main St, Suite 200 Lexington, KY 40507 859-317-5889

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.

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