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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KY
115 advisers found
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
RUSSELL CAPITAL MANAGEMENT, LLC
Lexington, KY
AUM
$275.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
859-254-5225
DEMETER TACTICAL INVESTMENTS CORP.
Prospect, KY
AUM
$265.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2125184444
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
WEALTHMD CORPORATION
Louisville, KY
AUM
$250.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-413-6893
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
RESEARCH & PORTFOLIO MANAGEMENT
Crescent Springs, KY
AUM
$160.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(859) 578-2200
INVEST INC.
Lexington, KY
AUM
$158.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-268-9200
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
Q2 WEALTH MANAGEMENT
Lexington, KY
AUM
$123.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-216-2169
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