Hourly financial advisors in Kentucky
How do I find fee-only advisors who charge by the hour in Kentucky?
In Kentucky, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Patrick Lach of Lach Financial, Andrew Sloan of Bluegrass Financial Planning, LLC and Shawn Hannegan of Hannegan Wealth Management LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Patrick Lach Lach Financial, Louisville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Andrew Sloan Bluegrass Financial Planning, LLC, Louisville Holds the CFP and EA. Fees on file: hourly.
- Shawn Hannegan Hannegan Wealth Management LLC, Edgewood Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Chad Lively Lively Financial LLC, Newport Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- James Smith Invest, Lexington Holds the CFP. Fees on file: hourly, ongoing planning fee.
- Tim Witham Balanced Life Planning LLC, Villa Hills Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 83
- Firms
- 44
- Cities
- 23
- Hold the CFP
- 47%
- Other credentials: CFA 2% · CPA 1% · EA 2%
- How they charge (of 83 with fees on file): percentage of assets 93% · hourly 84% · fixed fees 63% · ongoing planning fee 12%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Kentucky are there?
The Wellspent public graph lists 83 fee-only advisors who charge by the hour in Kentucky, at 44 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Kentucky located?
Of the 83 fee-only advisors who charge by the hour in Kentucky, 28 are in Lexington, followed by 19 in Louisville and 5 in Ft. Mitchell.
How do fee-only advisors who charge by the hour in Kentucky charge?
The most common fee among fee-only advisors who charge by the hour in Kentucky is a percentage of assets, used by 93% of the 83 with fees on file. Many use more than one: 84% charge by the hour and 63% charge fixed fees.
How many fee-only advisors who charge by the hour in Kentucky hold the CFP?
47% of the 83 fee-only advisors who charge by the hour in Kentucky hold the CFP certification, based on the credentials listed on each record.
How does Wellspent decide who counts as fee-only advisors who charge by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Kentucky?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 83 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Tim Witham | Balanced Life Planning LLC | Villa Hills | CFP | Percentage of assets, Ongoing planning fee |
| Chris Brown | Scholar Financial | Bowling Green | CFP | Percentage of assets |
| Ron Rhoades | Scholar Financial | Bowling Green | CFP, JD | Percentage of assets |
| Jeremiah Creech | Townsend Financial Planning, LLC | Louisville | CFP | Percentage of assets, One-time planning fee |
| Andrew Sloan | Bluegrass Financial Planning, LLC | Louisville | AIF, CFP, EA, MBA | Hourly |
| Erik Geiser | Geiser Wealth Planning, LLC | Lexington | CFP, MBA | Percentage of assets |
| Jeremy Atkinson | Kinson Wealth Group LLC | Louisville | CFP, CKA | Percentage of assets, Hourly |
| Chad Lively | Lively Financial LLC | Newport | CFP, EA | Percentage of assets, Hourly |
| Andrew Reynolds | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Brian Burton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Cameron Hamilton | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Christopher McCrea | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Clark Hayden | Lockshield Partners | Glasgow | CFP | Percentage of assets, Ongoing planning fee |
| Fon Rogers | Equity Advisors of Kentucky | Lexington | CFP | Percentage of assets |
| Frank Yozwiak | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| John Boardman | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Thomas Falkner | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Trent Lakes | Ballast | Lexington | CFP | Percentage of assets, Hourly |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Kelsey Doren | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Mohua Das | Crimson Oak Wealth Management | Lexington | 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 |
| Derek Schmidt | Altus Wealth Management | Ft. Mitchell | CFP | Percentage of assets, Hourly |
| 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 |
| Christina O'Bryan | Beacon Asset Management | Owensboro | CFP | Percentage of assets, Hourly |
| James Smith | Invest | Lexington | CFP | Hourly, Ongoing planning fee |
| Jeb Jarrell | Plentiful Wealth | Louisville | CFP | Percentage of assets |
| 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 |
| Patrick Lach | Lach Financial | Louisville | CFP, CFA | Percentage of assets, Hourly |
| Andrew Pulsfort | The Prosperity People | Bellevue | CFP | Percentage of assets, Hourly |
| Bruce McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Bryan McCrea | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Catherine Richmond | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Daniel Klein | Lockshield Partners | Glasgow | Not listed | Percentage of assets, Ongoing planning fee |
| Jeffrey Lehmann | Ballast | Lexington | Not listed | Percentage of assets, Hourly |
| Jeremiah Harston | Lockshield Partners | Glasgow | Not listed | Percentage of assets, Ongoing planning fee |
| John Klein | Lockshield Partners | Glasgow | Not listed | Percentage of assets, Ongoing planning fee |
| Kenneth Littrell | Equity Advisors of Kentucky | Lexington | Not listed | Percentage of assets |
| Sheree Bollinger | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| Zachary Gutermuth | Legacy Financial Independent Advisors | Louisville | Not listed | Percentage of assets, Hourly |
| 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 |
| Derek Merkler | Trophy Point Financial Planning LLC | Georgetown | CFP | Percentage of assets, Hourly |
| Eugene Castle | Moneywise | Lexington | CFP | Percentage of assets, Hourly |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Robert McKay | Nautical Star Financial | Fort Mitchell | Not listed | Percentage of assets, Hourly |
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