Fee-only advisors in Kentucky
Fee-only advisors in Louisville, Lexington and Ft. Mitchell, plus 27 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brian Wood | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| James Vermillion | Vermillion Private Wealth | Lexington | Not listed | Percentage of assets |
| Jonathan Pliszka | High Knoll Wealth Advisors | Lexington | Not listed | Percentage of assets |
| Brad Hellman | Access Wealth Management | Louisville | CFP | Percentage of assets, Performance-based fees |
| Camden Miracle | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Charles Buckley | Spectrum Financial Alliance | Nicholasville | CFP | Percentage of assets, Fixed fees |
| Harrison Bailey | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Hugh Baker | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Jereme Ransick | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Luke Merry | Principled Wealth Advisors | Covington | CFP | Percentage of assets, Fixed fees |
| Marlene Men | Pillar Financial Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Melody Townsend | Townsend Financial Planning | Mt. Sterling | CFP | Percentage of assets, Hourly |
| Michael Don Tinio | Wrenne Financial Planning | Lexington | CFP | Fixed fees |
| Ramsey Bova | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Sabina Lewis | Avant-Garde Wealth | Smiths Grove | CFP | Percentage of assets, Hourly |
| Stephen Byars | Moneywatch Advisors | Lexington | CFP | Percentage of assets, Hourly |
| Zachary Clark | Clark Financial Planning | Louisville | CFP | Fixed fees |
| Ben Allison | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Edward Nelson | Clear Trace | Pewee Valley | ChFC | Percentage of assets, Hourly |
| Karen Parroco | Canopus Wealth Management | Louisville | PFS | Percentage of assets |
| Katherine Kuntz | Baldwin Wealth Partners | Louisville | CFA | Percentage of assets, Fixed fees |
| Stephen Collins | Canopus Wealth Management | Louisville | CFA | Percentage of assets |
| Synthia Durham | Life Advisors Financial Planning and Wealth Management | Munfordville | PFS | Percentage of assets, Hourly |
| Thomas Walsh | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| William Hancock, III | Atlas Brown | Louisville | CFA | Percentage of assets, Fixed fees |
| Anna Coats | Coats Financial Planning | Louisville | Not listed | Fixed fees |
| Bradley Glotzbach | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Brady Jackson | Shepherd Wealth Management | Louisville | Not listed | Percentage of assets, Fixed fees |
| Caleb Miracle | Spectrum Financial Alliance | Nicholasville | Not listed | Percentage of assets, Fixed fees |
| Chad Kobes | BRK Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| Cherri Lamkin | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Christopher Edney | Spectrum Financial Alliance | Nicholasville | Not listed | Percentage of assets, Fixed fees |
| David Karem | Blend Wealth | Louisville | Not listed | Percentage of assets, Fixed fees |
| David McManus | Highland Capital Advisors | Louisville | Not listed | Percentage of assets |
| David Russell | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| David Worley | Visionary Horizons | Somerset | Not listed | Percentage of assets, Hourly |
| Don Graeter | Graeter Wealth Advisors | Louisville | Not listed | Percentage of assets |
| Drew Graeter | Graeter Wealth Advisors | Louisville | Not listed | Percentage of assets |
| George Perros | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |
| Grant Clay | New Millennium Asset Management | Lexington | Not listed | Percentage of assets, Hourly |
| John Charalambakis | Blacksummit Financial Group | Nicholasville | Not listed | Percentage of assets, Hourly |
| Johnathon Davis | American Capital Management | Lexington | Not listed | Percentage of assets, Hourly |
| Logan Brown | Jennings & Associates Financial Advisors | Paducah | Not listed | Percentage of assets, Hourly |
| Lucas Fenwick | Fenwick Financial | Bardstown | Not listed | Percentage of assets, Hourly |
| Michael Robinson | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
| Michaela Dowdy | Wiser Wealth Management | Lexington | Not listed | Percentage of assets, Hourly |
| Paul Corley | Corley Capital | Brandenburg | Not listed | Percentage of assets, Fixed fees |
| Randall Walker | American Capital Management | Louisville | Not listed | Percentage of assets, Hourly |
| Rebecca Bowling | Resurgent Advisors | Danville | Not listed | Percentage of assets, Hourly |
| Samuel Vonderheide | Atlas Brown | Louisville | Not listed | Percentage of assets, Fixed fees |
Firms headquartered in Kentucky (65)
-
Access Wealth Management
Louisville, Kentucky
-
Altus Wealth Management
Ft. Mitchell, Kentucky
-
Atlas Brown
Louisville, Kentucky
-
Avant-Garde Wealth
Smiths Grove, Kentucky
-
Balanced Life Planning LLC
Villa Hills, Kentucky
-
Ballast
Lexington, Kentucky
-
Barlow Wealth Partners
Louisville, Kentucky
-
Beacon Asset Management
Owensboro, Kentucky
-
Blacksummit Financial Group
Nicholasville, Kentucky
-
Blue Castle Wealth
Lexington, Kentucky
-
Bluegrass Financial Planning, LLC
Louisville, Kentucky
-
BRK Wealth Management
Lexington, Kentucky
-
Burl Investment Management
Lexington, Kentucky
-
Canopus Wealth Management
Louisville, Kentucky
-
Carriage House Planning LLC
Fisherville, Kentucky
-
Clark Financial Planning
Louisville, Kentucky
-
Clear Trace
Pewee Valley, Kentucky
-
Cloyd Capital
Louisville, Kentucky
-
Coats Financial Planning, Inc.
Louisville, Kentucky
-
Corley Capital
Brandenburg, Kentucky
-
Crimson Oak Wealth Management
Lexington, Kentucky
-
CX Institutional (Credent Wealth)
Louisville, Kentucky
-
Dollars & Sense Financial Fitness
Bowling Green, Kentucky
-
Equity Advisors of Kentucky
Lexington, Kentucky
-
Essa Financial LLC
Louisville, Kentucky
-
Fenwick Financial
New Haven, Kentucky
-
FIRE Wealth Management LLC
Mayfield, Kentucky
-
Geiser Wealth Planning, LLC
Lexington, Kentucky
-
Graeter Wealth Advisors
Louisville, Kentucky
-
Hannegan Wealth Management LLC
Edgewood, Kentucky
-
High Knoll Wealth Advisors
Lexington, Kentucky
-
Highland Capital Advisors
Louisville, Kentucky
-
Invest
Lexington, Kentucky
-
Jennings & Associates Financial Advisors
Paducah, Kentucky
-
Kinson Wealth Group, LLC
Louisville, Kentucky
-
Knochelmann Wealth Management and Advisor
Florence, Kentucky
-
Lach Financial
Louisville, Kentucky
-
Legacy Financial Independent Advisors
Louisville, Kentucky
-
Life Advisors Financial Planning and Wealth Management
Munfordville, Kentucky
-
Lively Financial LLC
Newport, Kentucky
-
Lockshield Partners
Glasgow, Kentucky
-
Moneywatch Advisors
Lexington, Kentucky
-
Moneywise
Lexington, Kentucky
-
Paragon Management
Lexington, Kentucky
-
Pillar Financial Advisors, LLC
Louisville, Kentucky
-
Pivot Point Wealth
Brandenburg, Kentucky
-
Plentiful Wealth
Louisville, Kentucky
-
Principled Wealth Advisors
Covington, Kentucky
-
ProActive Advisors
Lexington, Kentucky
-
Profolio Investments
Union, Kentucky
-
Pulse Wealth
Lexington, Kentucky
-
Ricketts Financial
Louisville, Kentucky
-
Saling Wealth Advisors
Louisville, Kentucky
-
Scholar Financial
Bowling Green, Kentucky
-
Shepherd Wealth Management
Independence, Kentucky
-
Spectrum Financial Alliance
Nicholasville, Kentucky
-
Stewardship Partners Investment Counsel
Olmstead, Kentucky
-
The Prosperity People
Bellevue, Kentucky
-
Townsend Financial Planning, LLC
Louisville, Kentucky
-
Trella Wealth
Bowling Green, Kentucky