Fee-only financial advisors in Louisville, Kentucky
Which fee-only financial advisor should I talk to in Louisville?
Start with a fee-only advisor in Louisville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Andrew Sloan of Bluegrass Financial Planning, LLC, Layton Ginder of CX Institutional (Credent Wealth) and Patrick Lach of Lach Financial, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Andrew Sloan Bluegrass Financial Planning, LLC Holds the CFP and EA. Fees on file: hourly.
- Layton Ginder CX Institutional (Credent Wealth) Holds the CFP and CFA. Fees on file: percentage of assets.
- Patrick Lach Lach Financial Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Gregory Curry Pillar Financial Advisors, LLC Holds the CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Elijah Essa Essa Financial LLC Holds the CFP. Fees on file: ongoing planning fee.
- Stuart Coats Coats Financial Planning, Inc. Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 63
- Firms
- 28
- Hold the CFP
- 33%
- Other credentials: CFA 14% · CPA 2% · EA 2%
- How they charge (of 63 with fees on file): percentage of assets 92% · fixed fees 63% · hourly 27% · performance-based fees 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Louisville by what you need
Find an advisor in Kentucky by fee, assets, or credential
Questions about fee-only advisors in Louisville
How many fee-only advisors in Louisville are there?
The Wellspent public graph lists 63 fee-only advisors in Louisville, at 28 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Louisville focus on?
The most common focus among fee-only advisors in Louisville is retirement planning (35), followed by estate planning (26) and family wealth transfer (23). Advisors can list more than one.
How do fee-only advisors in Louisville charge?
The most common fee among fee-only advisors in Louisville is a percentage of assets, used by 92% of the 63 with fees on file. Many use more than one: 63% charge fixed fees and 27% charge by the hour.
How many fee-only advisors in Louisville hold the CFP?
33% of the 63 fee-only advisors in Louisville hold the CFP certification, based on the credentials listed on each record.
Does Kentucky tax income on top of federal tax?
Yes. Kentucky has a state income tax, so a financial plan for a Kentucky resident should project it alongside federal tax.
Is there a local income tax in Kentucky?
Yes. In Kentucky, many cities and counties add an occupational tax.
How current is this list of fee-only advisors in Louisville?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 63 advisors in Louisville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| Amy Stuber | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christian Doyle | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Christopher McCrea | Legacy Financial Independent Advisors | Louisville | CFP | Percentage of assets, Hourly |
| Eric Saling | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Jeffrey Gough | Saling Wealth Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| 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 |
| Amy Jones | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Kelsey Doren | Barlow Wealth Partners | Louisville | CFP | Percentage of assets, Hourly |
| Jason Stuber | Saling Wealth Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| Jeb Jarrell | Plentiful Wealth | Louisville | CFP | Percentage of assets |
| Patrick Lach | Lach Financial | Louisville | CFP, CFA | 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 |
| 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 |
| 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 |
| Frank Barlow | Barlow Wealth Partners | Louisville | Not listed | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Christopher Ricketts | Ricketts Financial | Louisville | Not listed | Percentage of assets, Fixed fees |
| Earl Winebrenner | Winebrenner Capital Management | Louisville | Not listed | Percentage of assets, Performance-based fees |
| 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 |
| Brad Hellman | Access Wealth Management | Louisville | CFP | Percentage of assets, Performance-based fees |
| Marlene Men | Pillar Financial Advisors | Louisville | CFP | Percentage of assets, Fixed fees |
| Zachary Clark | Clark Financial Planning | Louisville | CFP | Fixed fees |
| Ben Allison | Pillar Financial Advisors | Louisville | CFA | Percentage of assets, Fixed fees |
| 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 |
| 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 |
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