Financial advisors for founders in Kentucky

Which financial advisor should I talk to as a founder in Kentucky?

For founders in Kentucky, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include Amy Stuber of Saling Wealth Advisors, Christopher McCrea of Legacy Financial Independent Advisors and Cameron Hamilton of Ballast.

How many fee-only financial advisors in Kentucky work with founders?

The Wellspent public graph lists 34 fee-only advisors for founders in Kentucky, at 6 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for founders in Kentucky charge?

The most common fee among fee-only advisors for founders in Kentucky is a percentage of assets, used by 100% of the 34 with fees on file. Many use more than one: 71% charge fixed fees and 59% charge by the hour.

What credentials should a financial advisor for founders have?

For founders, look for the CFP and CFA. In Kentucky, 56% of the 34 advisors listed hold the CFP.

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.

What happens to stock pay if you move to or from Kentucky?

States often tax stock pay based on where you worked between grant and vesting, so a move to or from Kentucky can split that income across states. Tell any advisor about moves during a vesting period.

What should I ask a financial advisor as a founder in Kentucky?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. How do you account for local income tax where I live and work?
6. If I move before my grants vest, which states can tax them?

How current is this list of fee-only advisors for founders in Kentucky?

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.