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
Tabitha Thomas
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
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
Kelly Owens
CFP®, CDFA®
EP Wealth Advisors
Fort Wright, KY
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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, 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.
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.
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
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.
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.
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
Fee-Only financial planner located in Bowling Green, 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
Chad Lively
CFP®, EA
Lively Financial
Newport, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Business Planning
Comprehensive financial planning with flexible fee options. Serving clients in the Cincinnati, OH area and across the country.
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.
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
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
Michael Simon
CFA, CPA
EP Wealth Advisors
Fort Wright, KY
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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.
Bryan Wisda
CFP®
Almega Wealth Management
Greenville, KY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Charitable Giving
Fee-Only financial planner with offices in Scottsdale, AZ, Greenville KY, and Mount Airy NC serving clients locally and across the country.
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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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)
