National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Kentucky

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Kentucky, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Kentucky

Last Updated - July 10, 2024

Kentucky has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 83 non-vetted advisors in your local area. These retirement advisors in Kentucky have an average of 19 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Kentucky

advisor-photo
vector.svg VERIFIED

Mark Josaitis
ChFC®
Barnwood Capital Management

Qualifications
CRD# 5998829
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management.

Compensation/Fee

Fee-Based, Based on Assets

advisor-photo
vector.svg VERIFIED

Tom Nemec
CMFC®
Edelman Financial Engines, LLC

Qualifications
CRD# 3063208
Firm CRD# 104510
Series 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

advisor-photo
vector.svg VERIFIED

Journey Advisory Group
CPA, CFP®, CMT®, CFA®

Qualifications
CRD# 7844143
Firm CRD# 171919
Series 7, 65, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Top 15 Retirement Planning firms in Kentucky (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY
700 North Hurstbourne Pkwy, Suite 110
Louisville, KY, 40222
$14,542,535,00014014
A Percentage of AUM, Fixed Fees
2
RIVER ROAD ASSET MANAGEMENT, LLC
462 South Fourth Street, Suite 2000
Louisville, KY, 40202-3466
$7,802,138,24111150
A Percentage of AUM, Performance Based
3
ARGI INVESTMENT SERVICES, LLC
2201 High Wickham Place,
Louisville, KY, 40245
$4,569,619,52415255169
A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)
4
FOURTH STREET PERFORMANCE PARTNERS, INC.
211 Garrard Street,
Covington, KY, 41011
$4,512,203,22710814
A Percentage of AUM, Fixed Fees
5
TODD ASSET MANAGEMENT LLC
101 South 5th Street, Suite 3100
Louisville, KY, 40202
$3,974,646,90910819
A Percentage of AUM, Fixed Fees
6
PNC REAL ESTATE
101 South Fifth Street, 7th Floor
Louisville, KY, 40202
$2,877,572,82363176
Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)
7
MIDDLEGROUND CAPITAL
1500 Aristides Blvd.,
Lexington, KY, 40511
$2,858,053,5701482
A Percentage of AUM, Performance Based
8
MCF ADVISORS, LLC
50 E. Rivercenter Blvd.,, Suite 300
Covington, KY, 41011
$2,325,163,035417835
A Percentage of AUM, Hourly charges, Fixed Fees
9
RENAISSANCE INVESTMENT MANAGEMENT
50 E. Rivercenter Blvd., Suite 1200
Covington, KY, 41011
$2,154,710,841109917
A Percentage of AUM
10
MERIDIAN WEALTH MANAGEMENT, LLC
100 W Main Street, Suite 450
Lexington, KY, 40507
$2,065,789,407593037
A Percentage of AUM, Hourly charges, Fixed Fees
11
CULLINAN ASSOCIATES, INC.
295 N. Hubbards Lane, Suite 203
Louisville, KY, 40207
$1,857,130,92594217
A Percentage of AUM, Fixed Fees
12
STEGNER INVESTMENT ASSOCIATES INC
233 Breckenridge Lane,
Louisville, KY, 40207
$1,728,294,95573010
A Percentage of AUM, Fixed Fees
13
KPP ADVISORY SERVICES LLC
9300 Shelbyville Rd., Suite 1310
Louisville, KY, 40222
$1,476,243,973274431
A Percentage of AUM, Hourly charges, Fixed Fees
14
E. S. BARR & COMPANY
1999 Richmond Road, Suite 1b
Lexington, KY, 40502
$1,408,973,6918486
A Percentage of AUM, Performance Based
15
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225,
Lexington, KY, 40503
$1,243,093,426519139
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Kentucky

QualificationsFirm CRD# 119300

Assets Under Management $14,542,535,000

No. Of Clients140

Clients Per Financial Advisor10

TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY is a financial advisory firm situated in Louisville, Kentucky. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 134918

Assets Under Management $7,802,138,241

No. Of Clients111

Clients Per Financial Advisor2

RIVER ROAD ASSET MANAGEMENT, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 111 clients. The team consists of 50 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 151916

Assets Under Management $4,569,619,524

No. Of Clients15255

Clients Per Financial Advisor90

ARGI INVESTMENT SERVICES, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15255 clients. The team consists of 169 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other (PORTFOLIO SIGNALS
  • FIXED SUBSCRIPTION FEE.)

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107339

Assets Under Management $4,512,203,227

No. Of Clients108

Clients Per Financial Advisor8

FOURTH STREET PERFORMANCE PARTNERS, INC. is a financial advisory firm situated in Covington, Kentucky. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109473

Assets Under Management $3,974,646,909

No. Of Clients108

Clients Per Financial Advisor6

TODD ASSET MANAGEMENT LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 172753

Assets Under Management $2,877,572,823

No. Of Clients63

Clients Per Financial Advisor0

PNC REAL ESTATE is a financial advisory firm situated in Louisville, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 clients. The team consists of 176 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.)

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 297235

Assets Under Management $2,858,053,570

No. Of Clients14

Clients Per Financial Advisor0

MIDDLEGROUND CAPITAL is a financial advisory firm situated in Lexington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 82 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
View Full Profile

QualificationsFirm CRD# 130372

Assets Under Management $2,325,163,035

No. Of Clients4178

Clients Per Financial Advisor119

MCF ADVISORS, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4178 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 105916

Assets Under Management $2,154,710,841

No. Of Clients1099

Clients Per Financial Advisor65

RENAISSANCE INVESTMENT MANAGEMENT is a financial advisory firm situated in Covington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1099 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 151523

Assets Under Management $2,065,789,407

No. Of Clients5930

Clients Per Financial Advisor160

MERIDIAN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5930 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 108340

Assets Under Management $1,857,130,925

No. Of Clients942

Clients Per Financial Advisor55

CULLINAN ASSOCIATES, INC. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 942 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 107480

Assets Under Management $1,728,294,955

No. Of Clients730

Clients Per Financial Advisor73

STEGNER INVESTMENT ASSOCIATES INC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 730 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 289507

Assets Under Management $1,476,243,973

No. Of Clients2744

Clients Per Financial Advisor89

KPP ADVISORY SERVICES LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2744 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 107447

Assets Under Management $1,408,973,691

No. Of Clients848

Clients Per Financial Advisor141

E. S. BARR & COMPANY is a financial advisory firm situated in Lexington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 848 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 170201

Assets Under Management $1,243,093,426

No. Of Clients5191

Clients Per Financial Advisor133

KEYSTONE FINANCIAL GROUP, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5191 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners