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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
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
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
Sheree Bollinger Legacy Financial Independent Advisors Louisville Not listed Percentage of assets, Hourly
Stephen duBarry Stewardship Partners Investment Counsel Olmstead CFA Percentage of assets
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
Conner Cloyd Cloyd Capital Louisville Not listed Percentage of assets
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
Joshua Garland Shepherd Wealth Management Independence CFP, MBA Percentage of assets, Fixed fees
Michelle Neiswender FIRE Wealth Management LLC Mayfield CFP, MBA Percentage of assets, Fixed fees
Mikhail Potapov Burl Investment Management Lexington CFA Percentage of assets
PJ Gibbs Trella Wealth Bowling Green CFP Percentage of assets, Fixed fees
Robert McKay Nautical Star Financial Fort Mitchell Not listed Percentage of assets, Hourly
Ryan Stith Pivot Point Wealth Brandenburg CFP Percentage of assets, Fixed fees
Shawn Hannegan Hannegan Wealth Management LLC Edgewood CFP, CPA Percentage of assets, Hourly
Zachery Price TSN Wealth & Tax Management Louisville Not listed Percentage of assets, Hourly
Brandon Smith Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Christopher Ricketts Ricketts Financial Louisville Not listed Percentage of assets, Fixed fees
Darren Williams Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Dylan Jones Paragon Management Lexington Not listed Percentage of assets, Fixed fees
Emily Johns Paragon Management Lexington Not listed Percentage of assets, Fixed fees
Jeremy Wallace Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Jessica Bedell Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Mackey McNeill The Prosperity People Bellevue PFS Percentage of assets, Hourly
Michael Hart Wallace Hart Capital Management Lexington Not listed Percentage of assets, Performance-based fees
Michael Scheel Profolio Investments Union Not listed Percentage of assets, Ongoing planning fee
Christopher Madel Chadds Ford Wealth Partners Lebanon CFA Flat fee or retainer, Hourly
George Pierce Invest Lexington Not listed Hourly, Ongoing planning fee
James Thompson Invest Lexington Not listed Hourly, Ongoing planning fee
Jerome Knochelmann Knochelmann Wealth Management and Advisor Florence Not listed Percentage of assets, Hourly
John Thompson Invest Lexington Not listed Hourly, Ongoing planning fee
Anjana Batra The Prosperity People Bellevue Not listed Percentage of assets, Hourly
Earl Winebrenner Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
John Nunan The Prosperity People Bellevue Not listed Percentage of assets, Hourly
Krista Thompson Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
Luke Lyle Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
Martin Winebrenner Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
Peyton Hazelrig Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
Rebekah Ellis Winebrenner Capital Management Louisville Not listed Percentage of assets, Performance-based fees
Warren Leet Blue Castle Wealth Lexington Not listed Percentage of assets, Hourly

Firms headquartered in Kentucky (65)

All 65 firms in Kentucky