# Advisors for $500,000 to $1 million in Kentucky

> In Kentucky, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Mikhail Potapov of Burl Investment Management, Tim Witham of Balanced Life Planning LLC and Eric Saling of Saling Wealth Advisors.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/kentucky/
39 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors for $500,000 to $1 million in Kentucky?

In Kentucky, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Mikhail Potapov of Burl Investment Management, Tim Witham of Balanced Life Planning LLC and Eric Saling of Saling Wealth Advisors.

## How many fee-only advisors for $500,000 to $1 million in Kentucky are there?

The Wellspent public graph lists 39 fee-only advisors for $500,000 to $1 million in Kentucky, at 10 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in Kentucky located?

Of the 39 fee-only advisors for $500,000 to $1 million in Kentucky, 25 are in Louisville, followed by 8 in Lexington and 5 in Ft. Mitchell.

## How do fee-only advisors for $500,000 to $1 million in Kentucky charge?

All 39 fee-only advisors for $500,000 to $1 million in Kentucky with fees on file charge a percentage of assets. Many use more than one: 69% charge fixed fees and 41% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in Kentucky hold the CFP?

44% of the 39 fee-only advisors for $500,000 to $1 million in Kentucky hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million?

We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.

## What should I ask fee-only advisors for $500,000 to $1 million in Kentucky?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 million in Kentucky?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Tim Witham](https://find.wellspent.co/advisors/tim-witham.md) | Balanced Life Planning LLC | Villa Hills, Kentucky | CFP | Percentage of assets, Ongoing planning fee, Hourly, One-time planning fee |
| [Amy Stuber](https://find.wellspent.co/advisors/amy-stuber.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Christian Doyle](https://find.wellspent.co/advisors/christian-doyle.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Eric Saling](https://find.wellspent.co/advisors/eric-saling.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Jeffrey Gough](https://find.wellspent.co/advisors/jeffrey-gough.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Noah Polk](https://find.wellspent.co/advisors/noah-polk.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Tendai Charasika](https://find.wellspent.co/advisors/tendai-charasika.md) | Saling Wealth Advisors | Louisville, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Amy Jones](https://find.wellspent.co/advisors/amy-jones.md) | Barlow Wealth Partners | Louisville, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Kelsey Doren](https://find.wellspent.co/advisors/kelsey-doren.md) | Barlow Wealth Partners | Louisville, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Andrew Hermes](https://find.wellspent.co/advisors/andrew-hermes.md) | Altus Wealth Management | Ft. Mitchell, Kentucky | CFP | Percentage of assets, Hourly |
| [Austin Stinson](https://find.wellspent.co/advisors/austin-stinson.md) | Altus Wealth Management | Ft. Mitchell, Kentucky | CFP | Percentage of assets, Hourly |
| [Catherine Salsman](https://find.wellspent.co/advisors/catherine-salsman.md) | Paragon Management | Lexington, Kentucky | CFP | Percentage of assets, Fixed fees |
| [Derek Schmidt](https://find.wellspent.co/advisors/derek-schmidt.md) | Altus Wealth Management | Ft. Mitchell, Kentucky | CFP | Percentage of assets, Hourly |
| [Jason Stuber](https://find.wellspent.co/advisors/jason-stuber.md) | Saling Wealth Advisors | Louisville, Kentucky | CFA | Percentage of assets, Fixed fees |
| [Steven O'Connor](https://find.wellspent.co/advisors/steven-o-connor.md) | Altus Wealth Management | Ft. Mitchell, Kentucky | CFP | Percentage of assets, Hourly |
| [William Doepker](https://find.wellspent.co/advisors/william-doepker.md) | Altus Wealth Management | Ft. Mitchell, Kentucky | CFP | Percentage of assets, Hourly |
| [John York](https://find.wellspent.co/advisors/john-york-7305948.md) | ProActive Advisors | Lexington, Kentucky |   | Percentage of assets, One-time planning fee, Hourly |
| [Lawrence York](https://find.wellspent.co/advisors/lawrence-york.md) | ProActive Advisors | Lexington, Kentucky |   | Percentage of assets, One-time planning fee, Hourly |
| [Kody Williams](https://find.wellspent.co/advisors/kody-williams.md) | Saling Wealth Advisors | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Megan Dant](https://find.wellspent.co/advisors/megan-dant.md) | Saling Wealth Advisors | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Barry Barlow](https://find.wellspent.co/advisors/barry-barlow.md) | Barlow Wealth Partners | Louisville, Kentucky |   | Percentage of assets, Hourly, Fixed fees |
| [Christine Book](https://find.wellspent.co/advisors/christine-book.md) | Barlow Wealth Partners | Louisville, Kentucky |   | Percentage of assets, Hourly, Fixed fees |
| [Christopher McIntosh](https://find.wellspent.co/advisors/christopher-mcintosh.md) | Barlow Wealth Partners | Louisville, Kentucky |   | Percentage of assets, Hourly, Fixed fees |
| [Frank Barlow](https://find.wellspent.co/advisors/frank-barlow.md) | Barlow Wealth Partners | Louisville, Kentucky |   | Percentage of assets, Hourly, Fixed fees |
| [Mikhail Potapov](https://find.wellspent.co/advisors/mikhail-potapov.md) | Burl Investment Management | Lexington, Kentucky | CFA | Percentage of assets |
| [Dylan Jones](https://find.wellspent.co/advisors/dylan-jones.md) | Paragon Management | Lexington, Kentucky |   | Percentage of assets, Fixed fees |
| [Emily Johns](https://find.wellspent.co/advisors/emily-johns.md) | Paragon Management | Lexington, Kentucky |   | Percentage of assets, Fixed fees |
| [Ramsey Bova](https://find.wellspent.co/advisors/ramsey-bova.md) | Moneywatch Advisors | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Stephen Byars](https://find.wellspent.co/advisors/stephen-byars.md) | Moneywatch Advisors | Lexington, Kentucky | CFP | Percentage of assets, Hourly, Fixed fees |
| [Karen Parroco](https://find.wellspent.co/advisors/karen-parroco.md) | Canopus Wealth Management | Louisville, Kentucky | PFS | Percentage of assets |
| [Stephen Collins](https://find.wellspent.co/advisors/stephen-collins.md) | Canopus Wealth Management | Louisville, Kentucky | CFA | Percentage of assets |
| [William Hancock, III](https://find.wellspent.co/advisors/william-hancock-iii.md) | Atlas Brown | Louisville, Kentucky | CFA | Percentage of assets, Fixed fees |
| [Bradley Glotzbach](https://find.wellspent.co/advisors/bradley-glotzbach.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Cherri Lamkin](https://find.wellspent.co/advisors/cherri-lamkin.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [David Russell](https://find.wellspent.co/advisors/david-russell.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Michael Robinson](https://find.wellspent.co/advisors/michael-robinson.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Samuel Vonderheide](https://find.wellspent.co/advisors/samuel-vonderheide.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |
| [Steven Aldridge](https://find.wellspent.co/advisors/steven-aldridge.md) | Canopus Wealth Management | Louisville, Kentucky |   | Percentage of assets |
| [Timothy Corley](https://find.wellspent.co/advisors/timothy-corley.md) | Atlas Brown | Louisville, Kentucky |   | Percentage of assets, Fixed fees |

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).
