WEALTH MANAGEMENT OF KENTUCKY, INC.
Lexington, KY
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
859-268-4425
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
37 advisers found
MONEYWISE, INC.
Lexington, KY
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-266-3207
CRIMSON OAK WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-309-1738
BURL INVESTMENT MANAGEMENT, LLC
Lexington, KY
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
859-810-4330
CONTEXT FINANCIAL LLC
Lexington, KY
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-514-1999
BLUE CASTLE WEALTH
Lexington, KY
AUM
$14.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(859) 440-1591
TRIPLE CROWN WEALTH MANAGEMENT
Lexington, KY
AUM
$14.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
859-967-9272
HIGH KNOLL WEALTH ADVISORS, LLC
Lexington, KY
AUM
$12.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-479-3877
FOUR QUARTERS CAPITAL
Lexington, KY
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-940-9977
DUPREE & COMPANY, INC.
Lexington, KY
AUM
$888.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
859-254-7741
Full profileNo website
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
Lexington, KY
AUM
$186.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
859-420-4838
Full profileNo website
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