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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KY
93 advisers found
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
ALTUS WEALTH MANAGEMENT, LLC
Ft.. Mitchell, KY
AUM
$405.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
859-815-8566
TONY WALKER FINANCIAL
Bowling Green, KY
AUM
$373.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
270-843-9380
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
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
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
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
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
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
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
LOCKSHIELD PARTNERS, INC.
Glasgow, KY
AUM
$290.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
270-629-2046
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
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
PRINCIPLED WEALTH ADVISORS, LLC
Covington, KY
AUM
$252.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
859-957-2737
AUM
$240.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(270) 448-1010
BLVD PRIVATE WEALTH, LLC
Prospect, KY
AUM
$220.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(502) 805-5820
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
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
LFG WEALTH PARTNERS, LLC
Elizabethtown, KY
AUM
$190.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
877-573-2043
AUM
$169.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-224-1238