WARREN WEALTH MANAGEMENT & TAX PLANNING INC.
Louisville, KY
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
502-339-8255
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KY
93 advisers found
DMLO WEALTH PLANNING, LLC
Louisville, KY
AUM
$30.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(502) 813-2100
PIVOT POINT WEALTH PLANNING
Brandenburg, KY
AUM
$30.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
270-945-1404
INSPIRE PRIVATE WEALTH MANAGEMENT
Louisville, KY
AUM
$29.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
502-883-3036
T.K.M. FINANCIAL SERVICES, LLC
Louisville, KY
AUM
$28.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502.450.7526
LACH FINANCIAL
Louisville, KY
AUM
$27.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
502-295-7887
CONTEXT FINANCIAL LLC
Lexington, KY
AUM
$20.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-514-1999
LLOYD FINANCIAL GROUP LLC
Union, KY
AUM
$19.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(661) 556-9334
BLUE CASTLE WEALTH
Lexington, KY
AUM
$14.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(859) 440-1591
HIGH KNOLL WEALTH ADVISORS, LLC
Lexington, KY
AUM
$12.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-479-3877
FORTRESS FINANCIAL PARTNERS
Florence, KY
AUM
$7.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
8593465822
LIFETIME WEALTH DESIGN LLC
Louisville, KY
AUM
$3.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
502-426-0000
FOUR QUARTERS CAPITAL
Lexington, KY
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-940-9977
HANNEGAN WEALTH MANAGEMENT, LLC
Edgewood, KY
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
859-993-7600
COATS FINANCIAL PLANNING
Louisville, KY
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Fixed fees
502-426-0300
THE WEALTH PLANNING COMPANY
Louisville, KY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(502)977-8610
LIFE ADVISORS FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC
Munfordville, KY
AUM
$14.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
270-404-1776
Full profileNo website
CLARK FINANCIAL PLANNING
Louisville, KY
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
502-276-9237
Full profileNo website
ESSA FINANCIAL LLC
Louisville, KY
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
502-469-7390
Full profileNo website
RELIABLE MUNICIPAL ADVISORS, LLC
Betsy Layne, KY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(606) 478-1002
Full profileNo website
YOUR BEST MOVE INC
Bardstown, KY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-350-3900
Full profileNo website
PreviousPage 4 of 4