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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KY
115 advisers found
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
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
Richmond, KY
AUM
$559.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(859) 626-3400
CHURCHILL FINANCIAL ADVISORS, LLC
Louisville, KY
AUM
$522.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
502-895-3535
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
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
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
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
OWEN LARUE FINANCIAL GROUP
Elizabethtown, KY
AUM
$458.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
270-769-9995
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
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
DUPREE FINANCIAL GROUP, LLC
Lexington, KY
AUM
$404.4M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
859-233-0400
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