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
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
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
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, CAP®, CRPC®, APMA®
Plentiful Wealth, LLC
Louisville, 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.
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.
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
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
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
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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)
