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 Lexington, KY 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".
Every Lexington, KY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
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.
Karissa McLaren
CFP®
Oasis Wealth Planning Advisors, LLC
Lexington, 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.
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.
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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)
