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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in KY
115 advisers found
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
TRIPLE CROWN WEALTH MANAGEMENT
Lexington, KY
AUM
$14.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
859-967-9272
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
OFF CAMBER CREATIVE LLC
Prospect, KY
AUM
—
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
502-496-4316
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
Lexington, KY
AUM
$186.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
859-420-4838
Full profileNo website
RIVERSTONE ASSET MANAGEMENT, LLC
Louisville, KY
AUM
$103.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
502-882-5580
Full profileNo website
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
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