What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Kentucky area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Kentucky Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ryan Stith
CFP®
Pivot Point Wealth
Brandenburg, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Brandenburg, KY, serving clients locally and across the country
Shawn Hannegan
CFP®, CPA
Hannegan Wealth Management LLC
Edgewood, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Edgewood, KY, serving clients locally and across the country
Melody Townsend
CFP®
Townsend Financial Planning, LLC
Mount Sterling, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Mount Sterling, Lexington and Louisville, KY, serving clients locally and across the country
James Vermillion
CDAA
Vermillion Private Wealth
Lexington, KY
Specialties: Comprehensive Financial Planning, Investment Management, Discovering Financial Purpose, College Education Planning, Tax Planning
Purpose-Driven Financial Advisor for Millennials and Gen-X. We serve modern clients in a modern way.
Ramsey Bova
CFP®
Moneywatch Advisors, Inc.
Lexington, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Advisor based in Lexington, KY and serving clients nationwide. INVEST IN YOURSELF, TRUST IN US.
Teresa Christensen
CFP®
Coats Financial Planning
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Louisville, KY and Serving Clients Nationwide
Stuart Coats
MBA, CFP®
Coats Financial Planning
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Louisville, KY and Serving Clients Nationwide
Jeb Jarrell
CFP®, MS-AFP, CAP®, CRPC®, APMA®
Plentiful Wealth, LLC
Ashland, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner with offices in Ashland, KY and Louisville, Ky, serving clients locally and virtually.
Elijah Essa
CFP®
Coats Financial Planning
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Louisville, KY, serving clients locally and across the country
Grant Fuller
CFP®
SwitchPoint Financial Planning
Louisville, KY
Specialties: Retirement Income Planning, Investment Management, Tax Strategies, Estate Planning, Insurance Solutions, Comprehensive Wealth Management
Fee-Only Financial Planner located in Louisville, Kentucky serving clients locally and across the country
Brad Michels
CFP®, CPFA®
Credent Wealth Management
Louisville, KY
Specialties: Comprehensive & personalized financial planning, Retirement income planning, Investment management, Tax minimization strategies, Charitable giving, Risk management, Multigenerational estate planning, Business planning, High-net-worth investing, Cash flow planning, Financial life planning, Stock option planning & strategy analysis, Tax return analysis, Life transitions, Insurance analysis, including life, disability, long-term care, and property and casualty
Our mission is to guide clients throughout life's most important financial events with service and expertise above and beyond client expectations.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
