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Wellspent public graph/Locations/United States/Kentucky
United States

Fee-only advisors in Kentucky

Fee-only advisors in Louisville, Lexington and Ft. Mitchell, plus 27 other cities.

What fee-only financial advisors charge in Kentucky

By the numbers

The Wellspent public graph lists 155 fee-only financial advisors serving Kentucky at 78 firms, most in Louisville, Lexington and Ft. Mitchell. 41% hold the CFP certification. Of the 155 with fees on file, 91% charge percentage of assets.

Advisors listed
155
Firms
78
Cities
30
Hold the CFP
41%
  • Other credentials: CFA 8% · CPA 1% · EA 1%
  • How they charge (of 155 with fees on file): percentage of assets 91% · fixed fees 61% · hourly 45% · ongoing planning fee 10%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Kentucky (155)

Fee-only advisors serving Kentucky: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Daniel Wrenne Wrenne Financial Planning Lexington CFP, ChFC Flat fee or retainer, Ongoing planning fee
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
Elijah Essa Essa Financial LLC Louisville CFP, MSPFP, MSFP Ongoing planning fee
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
Gregory Curry Pillar Financial Advisors, LLC Louisville CFA, CPA/PFS Percentage of assets, Fixed fees
Jeremy Atkinson Kinson Wealth Group LLC Louisville CFP, CKA Percentage of assets, Hourly
Stuart Coats Coats Financial Planning, Inc. Louisville BBA, CFP, MBA Ongoing planning fee
Layton Ginder CX Institutional (Credent Wealth) Louisville CFP, CIMA, AWMA, ChFC Percentage of assets
Casey Fulp Carriage House Planning LLC Fisherville CFP Percentage of assets, Fixed fees
Chad Lively Lively Financial LLC Newport CFP, EA Percentage of assets, Hourly
Amy Stuber Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
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
Christian Doyle Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Christopher McCrea Legacy Financial Independent Advisors Louisville CFP Percentage of assets, Hourly
Clark Hayden Lockshield Partners Glasgow CFP Percentage of assets, Ongoing planning fee
David Dedman Pulse Wealth Lexington ChFC Flat fee or retainer, Ongoing planning fee
Eric Saling Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Fon Rogers Equity Advisors of Kentucky Lexington CFP Percentage of assets
Frank Yozwiak Ballast Lexington CFP Percentage of assets, Hourly
Jeffrey Gough Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
John Boardman Ballast Lexington CFP Percentage of assets, Hourly
Noah Polk Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
Tendai Charasika Saling Wealth Advisors Louisville CFP Percentage of assets, Fixed fees
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
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
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

Firms headquartered in Kentucky (65)

All 65 firms in Kentucky