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 Louisville, 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 Louisville, KY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
Karissa McLaren
CFP®
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
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
Louisville, 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
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.
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
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.
Jeb Jarrell
CFP®, MS-AFP, CEPA, CAP®
Plentiful Wealth, LLC
Louisville, 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.
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.
Bryan Wisda
CFP®, EA
Almega Wealth Management
Louisville, 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
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
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)
