MERIDIAN WEALTH MANAGEMENT, LLC
Lexington, KY
AUM
$4.98B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
59 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
859-543-4516
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in KY
93 advisers found
MCF ADVISORS, LLC
Lexington, KY
AUM
$4.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-967-0999
KEYSTONE FINANCIAL GROUP, LLC
Lexington, KY
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
859-317-8316
JOURNEY ADVISORY GROUP, LLC
Covington, KY
AUM
$1.65B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
859-888-0356
THE GLEASON GROUP, INC.
Prospect, KY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(502) 882-7300
LEGACY FINANCIAL ADVISORS, INC.
Covington, KY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
859-655-5225
STRATEGIC WEALTH INVESTMENT GROUP, LLC
Louisville, KY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
502-412-3354
PRIVATE CLIENT SERVICES, LLC
Louisville, KY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-451-0600
BARLOW WEALTH PARTNERS, LLC
Louisville, KY
AUM
$1.35B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 308-4270
KPP ADVISORY SERVICES LLC
Louisville, KY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
502-394-0400
CASTELLAN
Louisville, KY
AUM
$882.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
859.494.0523
BALLAST, INC.
Lexington, KY
AUM
$751.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
859-226-0625
SPECTRUM FINANCIAL ALLIANCE, LTD., L.L.C.
Nicholasville, KY
AUM
$728.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
859-223-6333
SALING WEALTH ADVISORS
Louisville, KY
AUM
$617.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-805-3000
ATLAS BROWN
Louisville, KY
AUM
$605.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-271-2900
RELIANT WEALTH PLANNING, LLC
Louisville, KY
AUM
$595.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
502-398-5050
FIRST KENTUCKY SECURITIES CORP
Louisville, KY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
502-893-7288
VAN LEEUWEN RETIREMENT & INVESTMENT SERVICES
Richmond, KY
AUM
$559.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(859) 626-3400
ALEXANDER INVESTMENT SERVICES CO.
Louisville, KY
AUM
$496.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
502-459-4414
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Louisville, KY
AUM
$484.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(502) 873-0522
JOULE FINANCIAL, LLC
Lexington, KY
AUM
$478.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
859-881-0777
RETIREMENT PLANNING SOLUTIONS, LLC
Louisville, KY
AUM
$467.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
502-499-5668
ALPHA FINANCIAL PARTNERS LLC
Lexington, KY
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(859) 785-2660
OWEN LARUE FINANCIAL GROUP
Elizabethtown, KY
AUM
$458.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
270-769-9995
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