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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in KY
130 advisers found
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
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
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
VISTAFRONT PARTNERS INC
Frankfort, KY
AUM
$642K
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
859-750-5881
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
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
PNC REAL ESTATE
Louisville, KY
AUM
$3.55B
Wealth Mgmt
Team
186 advisors
Clients
—
Fees
BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.
913-253-9150
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