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 |
|---|---|---|---|---|
| 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)
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Access Wealth Management
Louisville, Kentucky
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Altus Wealth Management
Ft. Mitchell, Kentucky
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Atlas Brown
Louisville, Kentucky
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Avant-Garde Wealth
Smiths Grove, Kentucky
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Balanced Life Planning LLC
Villa Hills, Kentucky
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Ballast
Lexington, Kentucky
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Barlow Wealth Partners
Louisville, Kentucky
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Beacon Asset Management
Owensboro, Kentucky
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Blacksummit Financial Group
Nicholasville, Kentucky
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Blue Castle Wealth
Lexington, Kentucky
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Bluegrass Financial Planning, LLC
Louisville, Kentucky
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BRK Wealth Management
Lexington, Kentucky
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Burl Investment Management
Lexington, Kentucky
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Canopus Wealth Management
Louisville, Kentucky
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Carriage House Planning LLC
Fisherville, Kentucky
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Clark Financial Planning
Louisville, Kentucky
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Clear Trace
Pewee Valley, Kentucky
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Cloyd Capital
Louisville, Kentucky
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Coats Financial Planning, Inc.
Louisville, Kentucky
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Corley Capital
Brandenburg, Kentucky
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Crimson Oak Wealth Management
Lexington, Kentucky
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CX Institutional (Credent Wealth)
Louisville, Kentucky
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Dollars & Sense Financial Fitness
Bowling Green, Kentucky
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Equity Advisors of Kentucky
Lexington, Kentucky
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Essa Financial LLC
Louisville, Kentucky
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Fenwick Financial
New Haven, Kentucky
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FIRE Wealth Management LLC
Mayfield, Kentucky
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Geiser Wealth Planning, LLC
Lexington, Kentucky
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Graeter Wealth Advisors
Louisville, Kentucky
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Hannegan Wealth Management LLC
Edgewood, Kentucky
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High Knoll Wealth Advisors
Lexington, Kentucky
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Highland Capital Advisors
Louisville, Kentucky
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Invest
Lexington, Kentucky
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Jennings & Associates Financial Advisors
Paducah, Kentucky
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Kinson Wealth Group, LLC
Louisville, Kentucky
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Knochelmann Wealth Management and Advisor
Florence, Kentucky
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Lach Financial
Louisville, Kentucky
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Legacy Financial Independent Advisors
Louisville, Kentucky
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Life Advisors Financial Planning and Wealth Management
Munfordville, Kentucky
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Lively Financial LLC
Newport, Kentucky
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Lockshield Partners
Glasgow, Kentucky
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Moneywatch Advisors
Lexington, Kentucky
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Moneywise
Lexington, Kentucky
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Paragon Management
Lexington, Kentucky
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Pillar Financial Advisors, LLC
Louisville, Kentucky
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Pivot Point Wealth
Brandenburg, Kentucky
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Plentiful Wealth
Louisville, Kentucky
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Principled Wealth Advisors
Covington, Kentucky
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ProActive Advisors
Lexington, Kentucky
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Profolio Investments
Union, Kentucky
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Pulse Wealth
Lexington, Kentucky
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Ricketts Financial
Louisville, Kentucky
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Saling Wealth Advisors
Louisville, Kentucky
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Scholar Financial
Bowling Green, Kentucky
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Shepherd Wealth Management
Independence, Kentucky
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Spectrum Financial Alliance
Nicholasville, Kentucky
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Stewardship Partners Investment Counsel
Olmstead, Kentucky
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The Prosperity People
Bellevue, Kentucky
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Townsend Financial Planning, LLC
Louisville, Kentucky
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Trella Wealth
Bowling Green, Kentucky