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Find The Best Financial Advisors in Lexington, Kentucky

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 - 13-Jun-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 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 15 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

Brent T. Boden

Savvy Wealth

513-278-5045

Address

3008 Lindsey Drive,
Edgewood, KY 41017 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511	297235	$2,858,053,570	14	A Percentage of AUM, Performance Based
MERIDIAN WEALTH MANAGEMENT, LLC 100 W Main Street, Suite 450 Lexington, KY, 40507	151523	$2,065,789,407	5930	A Percentage of AUM, Hourly charges, Fixed Fees
E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502	107447	$1,408,973,691	848	A Percentage of AUM, Performance Based
KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY, 40503	170201	$1,243,093,426	5191	A Percentage of AUM, Hourly charges, Fixed Fees
DUPREE & COMPANY, INC. 125 South Mill St Ste 100, Lexington, KY, 40507	1697	$1,100,942,271	1	A Percentage of AUM
BALLAST, INC. 400 East Vine St, Suite 400 Lexington, KY, 40507	152695	$423,413,984	1549	A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF CLIENT'S NET WORTH)
ASIO CAPITAL LLC 220 Lexington Green Circle, Suite 420 Lexington, KY, 40503	298326	$393,290,216	480	A Percentage of AUM, Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING)
FWG INVESTMENTS, LLC 2704 Old Rosebud Road, Suite 160 Lexington, KY, 40509	284064	$339,613,374	2987	A Percentage of AUM, Hourly charges, Fixed Fees
JOULE FINANCIAL, LLC 1216 S. Broadway, Lexington, KY, 40504	320791	$269,760,746	1519	A Percentage of AUM, Fixed Fees
D. SCOTT NEAL, INC. 3292 Eagle View Lane, Suite 290 Lexington, KY, 40509	110975	$268,972,021	1279	A Percentage of AUM, Hourly charges, Fixed Fees
DUPREE FINANCIAL GROUP, LLC 237 East Main Street, Lexington, KY, 40507	131091	$268,897,748	697	A Percentage of AUM
ALPHA FINANCIAL PARTNERS LLC 710 E. Main Street, Suite 110 Lexington, KY, 40502	306639	$257,111,052	979	A Percentage of AUM, Hourly charges, Fixed Fees
WALLACE HART CAPITAL MANAGEMENT 1792 Alysheba Way, Suite 390 Lexington, KY, 40509	285981	$214,691,810	770	A Percentage of AUM, Performance Based
RUSSELL CAPITAL MANAGEMENT, LLC 476 E High St, Lexington, KY, 40507	109513	$210,660,467	622	A Percentage of AUM, Fixed Fees
MONEYWATCH ADVISORS, INC. 121 Walton Avenue, Lexington, KY, 40508	107337	$209,950,052	367	A Percentage of AUM, Hourly charges, Fixed Fees

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

Financial Advisors in Ft Mitchell, Kentucky

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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