DUPREE & COMPANY, INC.
Lexington, KY
AUM
$888.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
859-254-7741
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in KY
130 advisers found
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
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
PAGE FINANCIAL SERVICES, LLC
Louisville, KY
AUM
$12.8M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
502-905-4152
Full profileNo website
BEST INVESTMENT OPTIONS, LLC
Louisville, KY
AUM
$1.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
502-244-5043
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
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