STRATEGIC WEALTH INVESTMENT GROUP, LLC
Louisville, KY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
502-412-3354
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KY, LOUISVILLE
40 advisers found
PRIVATE CLIENT SERVICES, LLC
Louisville, KY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-451-0600
BARLOW WEALTH PARTNERS, LLC
Louisville, KY
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 308-4270
KPP ADVISORY SERVICES LLC
Louisville, KY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
502-394-0400
CASTELLAN
Louisville, KY
AUM
$882.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
859.494.0523
SALING WEALTH ADVISORS
Louisville, KY
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-805-3000
ATLAS BROWN
Louisville, KY
AUM
$605.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-271-2900
RELIANT WEALTH PLANNING, LLC
Louisville, KY
AUM
$595.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
502-398-5050
FIRST KENTUCKY SECURITIES CORP
Louisville, KY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
502-893-7288
ALEXANDER INVESTMENT SERVICES CO.
Louisville, KY
AUM
$496.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-459-4414
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Louisville, KY
AUM
$484.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 873-0522
RETIREMENT PLANNING SOLUTIONS, LLC
Louisville, KY
AUM
$467.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-499-5668
GUIDANCE CAPITAL, INC.
Louisville, KY
AUM
$449.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 813-2100
PILLAR FINANCIAL ADVISORS, LLC
Louisville, KY
AUM
$357.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-384-3890
ACCESS WEALTH MANAGEMENT, LLC
Louisville, KY
AUM
$357.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
502-292-5500
J. HAGAN CAPITAL, INC.
Louisville, KY
AUM
$341.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(502) 690-5635
CENTERLINE WEALTH ADVISORS, LLC
Louisville, KY
AUM
$326.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(502) 242-1561
FAMILY WEALTH PLANNING PARTNERS
Louisville, KY
AUM
$317.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-200-5210
MAGNATE ADVISORY SERVICES, LLC
Louisville, KY
AUM
$314.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(502) 855-3160
RICKETTS FINANCIAL, LLC
Louisville, KY
AUM
$314.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(502) 396-4055
WINEBRENNER CAPITAL MANAGEMENT LLC
Louisville, KY
AUM
$260.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
502-671-0015
ADVANTAGE INVESTMENT MANAGEMENT
Louisville, KY
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
502-212-3000
LANIER ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$141.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
502-909-1100
MERCURIO WEALTH ADVISORS
Louisville, KY
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(502) 253-9366
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