Fiduciary advisors in Kentucky

82registered advisers
77fee-only verified

Louisville and Lexington split Kentucky's advisory market nearly evenly. The state has 82 SEC-registered fiduciary advisors, 77 of them fee-only. Horse industry wealth and bourbon distillery ownership create unusual asset valuation challenges that local advisors understand better than out-of-state firms.

Cities

Bellevue1Bowling Green1Covington4Crescent Springs1Elizabethtown2Ft. Mitchell1Glasgow1Lexington23Louisville41Mt. Sterling1Nicholasville1Paducah1Prospect3Richmond1

Top advisors

ACCESS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #281616
Typical Fee--
AUM$319M
Minimum--
Clients821

ACCESS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #339285
Typical Fee--
AUM$358M
Minimum--
Clients819

ADVANTAGE INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #146493
Typical Fee--
AUM$185M
Minimum--
Clients386

ALEXANDER INVESTMENT SERVICES CO.

Also Compensated via Brokerage
Louisville, KentuckyCRD #1037
Typical Fee--
AUM$496M
Minimum--
Clients1,250

ALPHA FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #306639
Typical Fee1.00%
AUM$376M
Minimum--
Clients1,118

ALTUS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ft. Mitchell, KentuckyCRD #153650
Typical Fee0.95%
AUM$359M
Minimum--
Clients520

ARISTIDES CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #162368
Typical Fee--
AUM$473M
Minimum--
Clients5

ASIO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #298326
Typical Fee--
AUM$622M
Minimum--
Clients642

ATLAS BROWN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #133408
Typical Fee--
AUM$568M
Minimum--
Clients1,110

BALLAST, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #152695
Typical Fee--
AUM$752M
Minimum--
Clients1,888

BARLOW WEALTH PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Louisville, KentuckyCRD #325308
Typical Fee--
AUM$1.2B
Minimum--
Clients1,404

BLVD PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Prospect, KentuckyCRD #310682
Typical Fee--
AUM$220M
Minimum--
Clients427

CASTELLAN

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #299363
Typical Fee--
AUM$496M
Minimum--
Clients89

CENTERLINE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #164485
Typical Fee--
AUM$326M
Minimum--
Clients819

CHURCHILL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #333071
Typical Fee1.00%
AUM$244M
Minimum--
Clients160

CONNETIC VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, KentuckyCRD #329078
Typical Fee--
AUM$39M
Minimum--
Clients1

CULLINAN ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #108340
Typical Fee--
AUM$1.6B
Minimum--
Clients747

DMLO WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #316202
Typical Fee--
AUM$22M
Minimum--
Clients73

DUPREE & COMPANY, INC.

Clean RecordAlso Compensated via Brokerage
Lexington, KentuckyCRD #1697
Typical Fee--
AUM$888M
Minimum--
Clients1

DUPREE FINANCIAL GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #131091
Typical Fee--
AUM$330M
Minimum--
Clients1,615

DYNAMIC MARKET ADVANTAGE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #323540
Typical Fee--
AUM$362M
Minimum--
Clients1,302

E. S. BARR & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #107447
Typical Fee--
AUM$2.0B
Minimum--
Clients884

EQUITY ADVISORS OF KENTUCKY INC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #116398
Typical Fee--
AUM$125M
Minimum--
Clients118

FAMILY WEALTH PLANNING PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #323656
Typical Fee--
AUM$202M
Minimum--
Clients1,499

FIRST KENTUCKY SECURITIES CORP

Also Compensated via Brokerage
Louisville, KentuckyCRD #7524
Typical Fee--
AUM$566M
Minimum--
Clients1,530

FWG INVESTMENTS, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #284064
Typical Fee--
AUM$250M
Minimum--
Clients2,525

GRAETER WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #170046
Typical Fee--
AUM$105M
Minimum--
Clients341

GUIDANCE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #323541
Typical Fee--
AUM$450M
Minimum--
Clients2,048

HARVEY INVESTMENT COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Louisville, KentuckyCRD #110482
Typical Fee--
AUM$942M
Minimum--
Clients256

INVEST INC.

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #146357
Typical Fee--
AUM$159M
Minimum--
Clients668

INVESTMENTS & FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #164333
Typical Fee--
AUM$319M
Minimum--
Clients1,780

ITRUST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #164193
Typical Fee--
AUM$174M
Minimum--
Clients433

J. HAGAN CAPITAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Louisville, KentuckyCRD #168467
Typical Fee--
AUM$261M
Minimum--
Clients2,042

JENNINGS & ASSOCIATES FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Paducah, KentuckyCRD #312706
Typical Fee--
AUM$208M
Minimum--
Clients1,006

JOULE FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #320791
Typical Fee--
AUM$411M
Minimum--
Clients2,065

JOURNEY ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, KentuckyCRD #171919
Typical Fee--
AUM$1.5B
Minimum--
Clients2,004

KEYSTONE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #170201
Typical Fee--
AUM$1.9B
Minimum--
Clients6,153

KPP ADVISORY SERVICES LLC

Clean RecordAlso Compensated via Brokerage
Louisville, KentuckyCRD #289507
Typical Fee--
AUM$874M
Minimum--
Clients3,405

LANIER ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #150888
Typical Fee--
AUM$147M
Minimum--
Clients225

LEGACY FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covington, KentuckyCRD #158675
Typical Fee--
AUM$1.3B
Minimum--
Clients3,515

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #324258
Typical Fee--
AUM$451M
Minimum--
Clients2,503

LFG WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Elizabethtown, KentuckyCRD #331339
Typical Fee--
AUM$191M
Minimum--
Clients919

LOCKSHIELD PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glasgow, KentuckyCRD #175433
Typical Fee--
AUM$246M
Minimum--
Clients1,567

MAGNATE ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #283056
Typical Fee--
AUM$261M
Minimum--
Clients2,074

MCF ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lexington, KentuckyCRD #130372
Typical Fee1.00%
AUM$3.3B
Minimum--
Clients5,193

MERCURIO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #283632
Typical Fee--
AUM$123M
Minimum--
Clients942

MERIDIAN WEALTH MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Lexington, KentuckyCRD #151523
Typical Fee--
AUM$3.9B
Minimum--
Clients8,802

MIDDLEGROUND CAPITAL

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #297235
Typical Fee--
AUM$4.1B
Minimum--
Clients24

MONEYWATCH ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Lexington, KentuckyCRD #107337
Typical Fee--
AUM$291M
Minimum--
Clients1,418

OFF CAMBER CREATIVE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Prospect, KentuckyCRD #324621
Typical Fee--
AUM--
Minimum--
Clients--
View all 82 advisors in Kentucky
Fiduciary Financial Advisors in Kentucky | FiduciaryListings