Fee-Only Financial Advisors in Kentucky

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".

Every Kentucky Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Chad Lively

CFP®

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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 and Serving Clients Nationwide

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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 Cincinnati, OH. Specializing in helping mid-career individuals and families create a financial foundation to balance today's needs with tomorrow's desires.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

Zachary Clark

CFP®

Clark Financial Planning, LLC

Louisville, KY

Chris Ward

CFP®

EntryPoint Wealth Management

Covington, KY

David Dudding

CPA, CRPC®

80/20 Wealth Management, LLC

Crestwood, KY

James Vermillion

CDAA

Vermillion Private Wealth

Lexington, KY

Scott Neal

CPA, CFP®, CEPS

Scott Neal

Lexington, KY

Brian Breidenbach

MBA, CPA, PFS, CFA

Breidenbach Capital Consulting, LLC

Louisville, KY

Daniel Wrenne

CFP®, CLU®, ChFC®

Wrenne Financial Planning

Lexington, KY

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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)

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