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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in KY
52 advisers found
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
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
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
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
TOWNSEND FINANCIAL PLANNING
Mt. Sterling, KY
AUM
$148.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
859-498-2020
THE PROSPERITY PEOPLE
Bellevue, KY
AUM
$147.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
859-331-7755
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
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
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
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
GRAETER WEALTH ADVISORS, LLC
Louisville, KY
AUM
$104.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
502-625-1996
FARNSLEY ADVISORS
Louisville, KY
AUM
$91.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
502-627-0918
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
R.D. SMOTHERS WEALTH MANAGEMENT
Campbellsville, KY
AUM
$74.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
270-600-7526
AUM
$74.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
901-421-6300
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
FIRE WEALTH MANAGEMENT, LLC
Mayfield, KY
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
270-916-2220
PLENTIFUL WEALTH, LLC
Louisville, KY
AUM
$44.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
606-775-0246