Advisors for $500,000 to $1 million in Kentucky
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Mikhail Potapov Burl Investment Management, Lexington Holds the CFA. Fees on file: percentage of assets.
- Tim Witham Balanced Life Planning LLC, Villa Hills Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Eric Saling Saling Wealth Advisors, Louisville Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Kelsey Doren Barlow Wealth Partners, Louisville Holds the CFP. Fees on file: percentage of assets, hourly.
- Stephen Byars Moneywatch Advisors, Lexington Holds the CFP. Fees on file: percentage of assets, hourly.
- William Hancock, III Atlas Brown, Louisville Holds the CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 39
- Firms
- 10
- Cities
- 4
- Hold the CFP
- 44%
- Other credentials: CFA 10%
- How they charge (of 39 with fees on file): percentage of assets 100% · fixed fees 69% · hourly 41% · one-time planning fee 8%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 39 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tim Witham | Balanced Life Planning LLC | Villa Hills | CFP | Percentage of assets, Ongoing planning fee |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christian Doyle | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Noah Polk | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Tendai Charasika | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Kelsey Doren | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Andrew Hermes | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Austin Stinson | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Catherine Salsman | Paragon Management | Lexington | CFP | Percentage of assets, Fixed fees |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Steven O'Connor | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| William Doepker | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| John York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Lawrence York | ProActive Advisors | Lexington | Not listed | Percentage of assets, One-time planning fee |
| Kody Williams | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Megan Dant | Saling Wealth Advisors | Louisville | Not listed | Percentage of assets, Fixed fees |
| Barry Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christine Book | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher McIntosh | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Mikhail Potapov | Burl Investment Management | Lexington | CFA | Percentage of assets |
| Dylan Jones | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Emily Johns | Paragon Management | Lexington | Not listed | Percentage of assets, Fixed fees |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Karen Parroco | Canopus Wealth Management | Louisville | PFS | Percentage of assets |
| Stephen Collins | Canopus Wealth Management | Louisville | CFA | Percentage of assets |
| William Hancock, III | Atlas Brown | Louisville | CFA | Percentage of assets, Fixed fees |
| Bradley Glotzbach | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Cherri Lamkin | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| David Russell | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Michael Robinson | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Samuel Vonderheide | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Steven Aldridge | Canopus Wealth Management | Louisville | Not listed | Percentage of assets |
| Timothy Corley | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes