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
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
Chris Brown
PhD, CFP®
Scholar Financial
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Strategies, Employee Benefits Optimization, Insurance/Risk Management Analysis
Fee-Only financial planner located in Bowling Green, KY, serving clients locally and across the country
Karissa McLaren
CFP®
Oasis Wealth Planning Advisors, LLC
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Serving clients across the Bluegrass and throughout the country. Helping near-retirees, retirees, and widows plan, invest, and retire with confidence through tax-focused fiduciary financial planning.
Melody Townsend
CFP®
Townsend Financial Planning, LLC
Lexington, 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
Prince Chenou
CFP®, ChFC®
PLC Wealth Partners
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Insurance Planning, Estate Planning, Equity Compensation Planning
A fee-only financial planning firm serving high-earning professionals and business owners navigating equity compensation, tax strategy, and retirement. Located in Louisville, KY serving clients locally and across the country.
Drew Becker
EP Wealth Advisors
Fort Wright, KY
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors, LLC
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.
Daniel Hutcherson
CAIA®, CIMA®, AIFA®, MS, MA
Savant Wealth Management
Louisville, KY
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Chad Lively
CFP®, EA
Lively Financial
Newport, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning, Tax Preparation
Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.
PJ Gibbs
CFP®
Trella Wealth
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Insurance Planning, Tax Efficient Strategies
Fee-Only financial planner located in Bowling Green, KY, serving clients locally and across the country. Helping busy families & retirees create flexibility in their financial life.
Bryan Wisda
CFP®, EA
Almega Wealth Management
Greenville, KY
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Charitable Giving, Tax Preparation, Generational Wealth Transfer
Integrated Fee-Only Wealth Management and Tax Planning for Families Who Think Generationally
Tim Witham
CFP®
Balanced Life Planning LLC
Villa Hills, KY
Specialties: Comprehensive Financial Planning, Cash Flow / Retirement Income Planning, Ongoing Investment Management, Tax Planning, Estate Planning, Insurance Analysis, Equity and Deferred Compensation Analysis, Education Planning
Fee-Only financial planner located in Villa Hills, KY. Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.
Michelle Neiswender
MBA, CFP®, EA
FIRE Wealth Management LLC
Mayfield, KY
Specialties: FIRE Strategy, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, 401(k) Liaison Services, Tax Preparation Solutions
FIRE financial planning (Financial Independence, Retire Early) for physicians and high-income earners. Our flat-fee financial planning services are designed to provide clarity, control, and confidence on your journey to financial success.
Matthew Pierce
CFA
Saecula Wealth
Georgetown, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Alternative Investments
Our only service, ultimately, is advice. We work on a flat-fee basis (not a % of assets). While no compensation structure is perfect, but we believe the flat-fee structure is the least conflicted, most transparent, and fairest form.
Emily Beilman
CFP®
Coats Financial Planning, Inc.
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
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.
Stuart Coats
MBA, CFP®
Coats Financial Planning
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Coats Financial Planning, Inc. is a pioneering firm in Louisville, offering financial planning and investment advice on a Fee-Only basis for over two decades.
Elijah Essa
M.S., CFP®
Essa Financial
Louisville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Planning, College Planning, Tax Planning, Insurance Planning, Estate Planning
Fee Only Financial Planner Located in Louisville, KY and Serving Clients Nationwide
Jeb Jarrell
CFP®, MS-AFP, CEPA, CAP®
Plentiful Wealth, LLC
Ashland, KY
Specialties: Investment Management, Succession Planning for Business Owners, Tax-Efficient Retirement Income Planning, Charitable Wealth Planning, Tax & Estate Planning
Fee-Only financial planner with offices in Ashland, KY and Louisville, KY, serving clients locally and virtually.
Chris Ward
CFP®
EntryPoint Wealth Management
Florence, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
EntryPoint Wealth Management was created to help individuals achieve more success in their Life and Financial Matters.
Tim Vanderhoof
EP Wealth Advisors
Fort Wright, KY
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Tabitha Tiefermann
CFP®
Coats Financial Planning, Inc.
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
Ron Rhoades
CFP®, JD
Scholar Financial
Bowling Green, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning Strategies, Employee Benefits Optimization, Insurance/Risk Management Analysis
Retirement planning and investment management with tax-smart strategies
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
Refine Your Search
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)
