Find The Best Financial Advisors in 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.

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 Alabama 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 in Kentucky
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Kentucky, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Kentucky, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Kentucky have an average of 0 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 Kentucky

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	$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.)
FOURTH STREET PERFORMANCE PARTNERS, INC. 211 Garrard Street, Covington, KY, 41011	107339	$4,512,203,227	108	A Percentage of AUM, Fixed Fees
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.)
MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511	297235	$2,858,053,570	14	A Percentage of AUM, Performance Based
MCF ADVISORS, LLC 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011	130372	$2,325,163,035	4178	A Percentage of AUM, Hourly charges, Fixed Fees
RENAISSANCE INVESTMENT MANAGEMENT 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011	105916	$2,154,710,841	1099	A Percentage of AUM
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
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
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

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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