MERIDIAN WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$4.98B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-543-4516
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KY, LEXINGTON
26 advisers found
MCF ADVISORS, LLC
Lexington, KY
AUM
$4.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-967-0999
KEYSTONE FINANCIAL GROUP, LLC
Lexington, KY
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-317-8316
BALLAST, INC.
Lexington, KY
AUM
$751.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
859-226-0625
JOULE FINANCIAL, LLC
Lexington, KY
AUM
$478.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
859-881-0777
ALPHA FINANCIAL PARTNERS LLC
Lexington, KY
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(859) 785-2660
PARAGON PRIVATE WEALTH MANAGEMENT LLC
Lexington, KY
AUM
$457.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
859-300-3985
FWG INVESTMENTS, LLC
Lexington, KY
AUM
$349.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
859-309-0349
MONEYWATCH ADVISORS, INC.
Lexington, KY
AUM
$329.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
859-268-1117
INVESTMENTS & FINANCIAL PLANNING, LLC
Lexington, KY
AUM
$318.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
859-543-8188
WALLACE HART CAPITAL MANAGEMENT
Lexington, KY
AUM
$264.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
859-300-3030
ITRUST ASSET MANAGEMENT, LLC
Lexington, KY
AUM
$211.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-425-1222
INVEST INC.
Lexington, KY
AUM
$158.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-268-9200
EQUITY ADVISORS OF KENTUCKY INC
Lexington, KY
AUM
$141.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
502-829-9244
Q2 WEALTH MANAGEMENT
Lexington, KY
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-216-2169
ABRI LLC
Lexington, KY
AUM
$114.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
859-636-6140
DEAN DORTON WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$81.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-425-7780
PROACTIVE ADVISORS, LLC
Lexington, KY
AUM
$56.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
859-263-1117 X222
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
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
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