Fiduciary advisors in Louisville, KY

41 registered advisers

Louisville is bourbon industry wealth and healthcare (Humana HQ) define a financial advisory market that bridges Southern and Midwestern sensibilities. Among them, 37 operate strictly fee-only, meaning they collect no commissions or product-based revenue. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

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

ARISTIDES CAPITAL LLC

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

ATLAS BROWN

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

BARLOW WEALTH PARTNERS, LLC

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

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

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

DYNAMIC MARKET ADVANTAGE, LLC

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

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

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

J. HAGAN CAPITAL, INC.

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

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 INDEPENDENT ADVISORS LLC

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

MAGNATE ADVISORY SERVICES, LLC

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

MERCURIO WEALTH ADVISORS

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

PARTHENON LLC

Fee-OnlyAlso Compensated via Product Sales
Louisville, KentuckyCRD #107794
Typical Fee--
AUM$1.2B
Minimum--
Clients461

PILLAR FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #121880
Typical Fee--
AUM$314M
Minimum--
Clients733

PNC REAL ESTATE

Fee-OnlyAlso Compensated via Product Sales
Louisville, KentuckyCRD #172753
Typical Fee--
AUM$3.5B
Minimum--
Clients70

PRIVATE CLIENT SERVICES, LLC

Also Compensated via Brokerage
Louisville, KentuckyCRD #120222
Typical Fee--
AUM$1.1B
Minimum--
Clients3,271

RAMSEY QUANTITATIVE SYSTEMS, INC.

Fee-Only, No ConflictsClean Record
Louisville, KentuckyCRD #175257
Typical Fee--
AUM$784M
Minimum--
Clients25

RELIANT WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #286230
Typical Fee--
AUM$521M
Minimum--
Clients1,625

RETIREMENT PLANNING SOLUTIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #311575
Typical Fee--
AUM$377M
Minimum--
Clients2,366

RICKETTS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #309381
Typical Fee--
AUM$291M
Minimum--
Clients289

RIVER ROAD ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #134918
Typical Fee--
AUM$8.0B
Minimum--
Clients80

SALING WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #283226
Typical Fee--
AUM$518M
Minimum--
Clients873

STEGNER INVESTMENT ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #107480
Typical Fee--
AUM$2.4B
Minimum--
Clients794

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY

Fee-Only, No ConflictsClean Record
Louisville, KentuckyCRD #119300
Typical Fee--
AUM$16.0B
Minimum--
Clients147

TODD ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #109473
Typical Fee--
AUM$5.1B
Minimum--
Clients106

VF ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Louisville, KentuckyCRD #334305
Typical Fee--
AUM$150M
Minimum--
Clients1

WAYCROSS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #153838
Typical Fee--
AUM$866M
Minimum--
Clients48

WEALTHMD CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #140498
Typical Fee--
AUM$213M
Minimum--
Clients1,556

WINEBRENNER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Louisville, KentuckyCRD #154708
Typical Fee--
AUM$243M
Minimum--
Clients997
Fiduciary Advisors in Louisville, Kentucky | FiduciaryListings