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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
Spencer Graeter Graeter Wealth Advisors Louisville Not listed Percentage of assets
Steven Aldridge Canopus Wealth Management Louisville Not listed Percentage of assets
Timothy Corley Atlas Brown Louisville Not listed Percentage of assets, Fixed fees
William Buckman Dollars & Sense Financial Fitness Bowling Green Not listed Percentage of assets, Hourly
William Griffin Resurgent Advisors Danville Not listed Percentage of assets, Hourly

Firms headquartered in Kentucky (65)

All 65 firms in Kentucky