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Find The Best Financial Advisors in Louisville, 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Louisville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Louisville & pick the one as per your needs

How To Find The Best Financial Advisors in Louisville, Kentucky
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Louisville, Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Louisville, Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Louisville, Kentucky have an average of 24 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 Louisville, Kentucky

Chris Risher

Revolutionary Financial Group

502-254-1030

Address

11803 Brinley Avenue,
Louisville, KY 40243 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

9960 Corporate Campus Drive,
Suite 1200,
Louisville, KY 40223 See Details

Reliant Wealth Planning

502-398-5051

Address

301 Townepark Circle,
Louisville, KY 40243 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4383 Old Harrodsburg Road,
Suite 125,
Lexington, KY 40513 See Details

Top Financial Advisor Firms in Louisville, 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	$14,542,535,000	140	A Percentage of AUM, Fixed Fees
RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466	134918	$7,802,138,241	111	A Percentage of AUM, Performance Based
ARGI INVESTMENT SERVICES, LLC 2201 High Wickham Place, Louisville, KY, 40245	151916	$4,569,619,524	15255	A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)
TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202	109473	$3,974,646,909	108	A Percentage of AUM, Fixed Fees
PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202	172753	$2,877,572,823	63	Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207	108340	$1,857,130,925	942	A Percentage of AUM, Fixed Fees
STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207	107480	$1,728,294,955	730	A Percentage of AUM, Fixed Fees
KPP ADVISORY SERVICES LLC 9300 Shelbyville Rd., Suite 1310 Louisville, KY, 40222	289507	$1,476,243,973	2744	A Percentage of AUM, Hourly charges, Fixed Fees
BARLOW WEALTH PARTNERS, LLC 3700 Brownsboro Road, Louisville, KY, 40207	325308	$890,183,536	1075	A Percentage of AUM, Hourly charges, Fixed Fees
HARVEY INVESTMENT COMPANY, LLC 297 North Hubbards Lane, Suite 102 Louisville, KY, 40207	110482	$869,090,420	265	A Percentage of AUM, Fixed Fees
PARTHENON LLC 435 N. Whittington Parkway, Suite 180 Louisville, KY, 40222	107794	$859,633,434	438	A Percentage of AUM, Performance Based
RAMSEY QUANTITATIVE SYSTEMS, INC. 1515 Ormsby Station Court, Louisville, KY, 40223	175257	$838,880,760	63	A Percentage of AUM, Performance Based
PRIVATE CLIENT SERVICES, LLC 2225 Lexington Road, Louisville, KY, 40206	120222	$663,057,627	2669	A Percentage of AUM, Hourly charges, Fixed Fees
FIRST KENTUCKY SECURITIES CORP 4360 Brownsboro Road, Suite 300 Louisville, KY, 40207	7524	$641,112,265	2848	A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
STRATEGIC WEALTH INVESTMENT GROUP, LLC 500 N. Hurstbourne Parkway, Suite 120 Louisville, KY, 40222	165474	$627,838,627	5393	A Percentage of AUM, Hourly charges

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

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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Find The Best Financial Advisors in Louisville, Kentucky

How To Find The Best Financial Advisors in Louisville, KentuckyLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Louisville, Kentucky

Chris Risher

Revolutionary Financial Group

Address

Edelman Financial Engines, LLC

Address

Reliant Wealth Planning

Address

Edelman Financial Engines, LLC

Address

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

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

Frequently Asked Questions

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How To Find The Best Financial Advisors in Louisville, Kentucky
Last Updated - 13-Jun-2023

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