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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KY
115 advisers found
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
CANOPUS WEALTH MANAGEMENT
Louisville, KY
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(502) 882-0820
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
RIVERCITIES ASSET MANAGEMENT, LLC
Owensboro, KY
AUM
$65.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
270-926-4540
BLUEGRASS FINANCIAL PLANNING, LLC
Louisville, KY
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
502-873-7526
LEIF CLARKE WEALTH MANAGEMENT, INC.
Ashland, KY
AUM
$60.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
606-325-0055
JOURNEY FINANCIAL MANAGEMENT, LLC
Bowling Green, KY
AUM
$57.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
270-883-1662
THOMPSON INVESTMENT ADVISORS
Louisville, KY
AUM
$57.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
502-473-1000
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
PROSPERITY ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$56.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
502-665-0455
FEDERAL HILL CAPITAL MANAGEMENT
Bardstown, KY
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
5023485789
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
INVESTMENT ANSWERS
Louisville, KY
AUM
$49.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-690-3434
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
WEALTH MANAGEMENT OF KENTUCKY, INC.
Lexington, KY
AUM
$42.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
859-268-4425
MONEYWISE, INC.
Lexington, KY
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-266-3207
CRIMSON OAK WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
859-309-1738
BURL INVESTMENT MANAGEMENT, LLC
Lexington, KY
AUM
$32.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
859-810-4330
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
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