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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 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 - April 24, 2025Kentucky has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 82 non-vetted advisors in your local area. These retirement advisors in Kentucky have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Kentucky
VERIFIEDChris Risher
Revolutionary Financial Group
Qualifications
CRD# 4325125
Firm CRD# 282580
Series 63, 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMark 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
VERIFIEDZachary Bohannon
AWMA®
Prudential Advisors
Qualifications
CRD# 6936985
Firm CRD# 8733
Series 6, 7, 9, 10, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDJourney 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDReliant Wealth Planning
CFP®, CRPS®, MSFS, RICP®, AEP®
Qualifications
Firm CRD# 286230
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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Kentucky (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 | A percentage of AUM, Fixed fees |
| 2 | 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | $7,678,048,654 | 93 | 44 | A percentage of AUM, Performance Based |
| 3 | 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | $4,469,969,570 | 105 | 19 | A percentage of AUM, Fixed fees |
| 4 | 1500 Aristides Blvd., Lexington, KY, 40511 | $3,803,189,141 | 21 | 142 | A percentage of AUM, Performance Based |
| 5 | 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | $3,257,395,486 | 67 | 180 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
| 6 | 100 W Main Street, Suite 450 Lexington, KY, 40507 | $2,905,556,042 | 8456 | 37 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011 | $2,885,125,803 | 4260 | 34 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011 | $2,538,177,212 | 1208 | 17 | A percentage of AUM |
| 9 | 233 Breckenridge Lane, Louisville, KY, 40207 | $2,119,435,054 | 744 | 11 | A percentage of AUM, Fixed fees |
| 10 | 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | $1,854,292,560 | 943 | 18 | A percentage of AUM, Fixed fees |
| 11 | 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | $1,796,022,602 | 866 | 6 | A percentage of AUM, Performance Based |
| 12 | 527 Wellington Way, Ste 225, Lexington, KY, 40503 | $1,509,725,992 | 5260 | 45 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 3700 Brownsboro Road, Louisville, KY, 40207 | $1,215,744,287 | 1404 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 117 East Fourth Street, Covington, KY, 41011 | $1,125,634,229 | 4401 | 17 | A percentage of AUM, Fixed fees |
| 15 | 435 N. Whittington Parkway, Suite 180 Louisville, KY, 40222 | $1,120,457,850 | 470 | 7 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Kentucky
QualificationsFirm CRD# 119300
Assets Under Management $16,780,521,000
No. Of Clients147
Clients Per Financial Advisor11
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY is a financial advisory firm situated in Louisville, Kentucky. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 147 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 businesses or institutional clients
- Other (INVESTMENT CONSULTING FOR INSTITUTIONAL CLIENTS)
QualificationsFirm CRD# 134918
Assets Under Management $7,678,048,654
No. Of Clients93
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 93 clients. The team consists of 44 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (RIVER ROAD ASSET MANAGEMENT LLC IS A MODEL PORTFOLIO PROVIDER.)
QualificationsFirm CRD# 109473
Assets Under Management $4,469,969,570
No. Of Clients105
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 105 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT)
QualificationsFirm CRD# 297235
Assets Under Management $3,803,189,141
No. Of Clients21
Clients Per Financial Advisor0
MIDDLEGROUND CAPITAL is a financial advisory firm situated in Lexington, Kentucky. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 142 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 vehicles
QualificationsFirm CRD# 172753
Assets Under Management $3,257,395,486
No. Of Clients67
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 67 clients. The team consists of 180 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 vehicles
QualificationsFirm CRD# 151523
Assets Under Management $2,905,556,042
No. Of Clients8456
Clients Per Financial Advisor229
MERIDIAN WEALTH MANAGEMENT, LLC 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 8456 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 130372
Assets Under Management $2,885,125,803
No. Of Clients4260
Clients Per Financial Advisor125
MCF ADVISORS, LLC is a financial advisory firm situated in Covington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4260 clients. The team consists of 34 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 105916
Assets Under Management $2,538,177,212
No. Of Clients1208
Clients Per Financial Advisor71
RENAISSANCE INVESTMENT MANAGEMENT is a financial advisory firm situated in Covington, Kentucky. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1208 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107480
Assets Under Management $2,119,435,054
No. Of Clients744
Clients Per Financial Advisor68
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 744 clients. The team consists of 11 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 108340
Assets Under Management $1,854,292,560
No. Of Clients943
Clients Per Financial Advisor52
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 943 clients. The team consists of 18 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107447
Assets Under Management $1,796,022,602
No. Of Clients866
Clients Per Financial Advisor144
E. S. BARR & COMPANY 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 866 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 170201
Assets Under Management $1,509,725,992
No. Of Clients5260
Clients Per Financial Advisor117
KEYSTONE FINANCIAL GROUP, 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 5260 clients. The team consists of 45 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 services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 325308
Assets Under Management $1,215,744,287
No. Of Clients1404
Clients Per Financial Advisor234
BARLOW WEALTH PARTNERS, 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 1404 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 158675
Assets Under Management $1,125,634,229
No. Of Clients4401
Clients Per Financial Advisor259
LEGACY FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Covington, Kentucky. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4401 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107794
Assets Under Management $1,120,457,850
No. Of Clients470
Clients Per Financial Advisor67
PARTHENON 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 470 clients. The team consists of 7 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (PORTFOLIO MANAGEMENT FOR A LIMITED PARTNERSHIP)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Covington, Kentucky
- Retirement Planners in Florence, Kentucky
- Retirement Planners in Ft Mitchell, Kentucky
- Retirement Planners in Lexington, Kentucky
- Retirement Planners in Louisville, Kentucky
- Retirement Planners in Paducah, Kentucky
Looking for more choices? Use our free match service to compare retirement planners serving your area.