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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 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 - October 6, 2024Kentucky has 8 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 24 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
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
VERIFIED Qualifications
CRD# 7496182
Firm CRD# 3870
Series 7, 66
Minimum Assets Required
$10,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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 | TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $14,542,535,000 | 140 | 14 | A Percentage of AUM, Fixed Fees |
| 2 | RIVER ROAD ASSET MANAGEMENT, LLC 462 South Fourth Street, Suite 2000 Louisville, KY, 40202-3466 | $7,802,138,241 | 111 | 50 | A Percentage of AUM, Performance Based |
| 3 | ARGI INVESTMENT SERVICES, LLC 2201 High Wickham Place, Louisville, KY, 40245 | $4,569,619,524 | 15255 | 169 | A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.) |
| 4 | FOURTH STREET PERFORMANCE PARTNERS, INC. 211 Garrard Street, Covington, KY, 41011 | $4,512,203,227 | 108 | 14 | A Percentage of AUM, Fixed Fees |
| 5 | TODD ASSET MANAGEMENT LLC 101 South 5th Street, Suite 3100 Louisville, KY, 40202 | $3,974,646,909 | 108 | 19 | A Percentage of AUM, Fixed Fees |
| 6 | PNC REAL ESTATE 101 South Fifth Street, 7th Floor Louisville, KY, 40202 | $2,877,572,823 | 63 | 176 | Other (BASED ON THE AMOUNT OF TIME AND RESOURCES DEVOTED TO EACH FUND.) |
| 7 | MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511 | $2,858,053,570 | 14 | 82 | A Percentage of AUM, Performance Based |
| 8 | MCF ADVISORS, LLC 50 E. Rivercenter Blvd.,, Suite 300 Covington, KY, 41011 | $2,325,163,035 | 4178 | 35 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | RENAISSANCE INVESTMENT MANAGEMENT 50 E. Rivercenter Blvd., Suite 1200 Covington, KY, 41011 | $2,154,710,841 | 1099 | 17 | A Percentage of AUM |
| 10 | MERIDIAN WEALTH MANAGEMENT, LLC 100 W Main Street, Suite 450 Lexington, KY, 40507 | $2,065,789,407 | 5930 | 37 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | CULLINAN ASSOCIATES, INC. 295 N. Hubbards Lane, Suite 203 Louisville, KY, 40207 | $1,857,130,925 | 942 | 17 | A Percentage of AUM, Fixed Fees |
| 12 | STEGNER INVESTMENT ASSOCIATES INC 233 Breckenridge Lane, Louisville, KY, 40207 | $1,728,294,955 | 730 | 10 | A Percentage of AUM, Fixed Fees |
| 13 | KPP ADVISORY SERVICES LLC 9300 Shelbyville Rd., Suite 1310 Louisville, KY, 40222 | $1,476,243,973 | 2744 | 31 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | $1,408,973,691 | 848 | 6 | A Percentage of AUM, Performance Based |
| 15 | KEYSTONE FINANCIAL GROUP, LLC 527 Wellington Way, Ste 225, Lexington, KY, 40503 | $1,243,093,426 | 5191 | 39 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Looking for more choices? Use our free match service to compare retirement planners serving your area.