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 Retirement Planning advisors in KY, LEXINGTON
16 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
E. S. BARR & COMPANY
Lexington, KY
AUM
$2.22B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
859-266-1300
ASIO CAPITAL LLC
Lexington, KY
AUM
$805.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
859-785-4130
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
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
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
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
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
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