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Find Retirement Advisors for Retirement Planning in Lexington, Kentucky
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Lexington, Kentucky
Last Updated - April 20, 2024Lexington has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 22 non-vetted advisors in your local area. These retirement advisors in Lexington, Kentucky have an average of 15 years of experience.
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List of Qualified Retirement Planning Advisors in Lexington, Kentucky
VERIFIEDBrent T. Boden
CFP®, EMBA, APMA®, ChFC®
Savvy Wealth
Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65
Minimum Assets Required
$500,000
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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Lexington, Kentucky (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MIDDLEGROUND CAPITAL 1500 Aristides Blvd., Lexington, KY, 40511 | $2,858,053,570 | 14 | 82 | A Percentage of AUM, Performance Based |
| 2 | 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 |
| 3 | E. S. BARR & COMPANY 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | $1,408,973,691 | 848 | 6 | A Percentage of AUM, Performance Based |
| 4 | 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 |
| 5 | DUPREE & COMPANY, INC. 125 South Mill St Ste 100, Lexington, KY, 40507 | $1,100,942,271 | 1 | 13 | A Percentage of AUM |
| 6 | BALLAST, INC. 400 East Vine St, Suite 400 Lexington, KY, 40507 | $423,413,984 | 1549 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF CLIENT'S NET WORTH) |
| 7 | ASIO CAPITAL LLC 220 Lexington Green Circle, Suite 420 Lexington, KY, 40503 | $393,290,216 | 480 | 6 | A Percentage of AUM, Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING) |
| 8 | FWG INVESTMENTS, LLC 2704 Old Rosebud Road, Suite 160 Lexington, KY, 40509 | $339,613,374 | 2987 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | JOULE FINANCIAL, LLC 1216 S. Broadway, Lexington, KY, 40504 | $269,760,746 | 1519 | 6 | A Percentage of AUM, Fixed Fees |
| 10 | D. SCOTT NEAL, INC. 3292 Eagle View Lane, Suite 290 Lexington, KY, 40509 | $268,972,021 | 1279 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | DUPREE FINANCIAL GROUP, LLC 237 East Main Street, Lexington, KY, 40507 | $268,897,748 | 697 | 5 | A Percentage of AUM |
| 12 | ALPHA FINANCIAL PARTNERS LLC 710 E. Main Street, Suite 110 Lexington, KY, 40502 | $257,111,052 | 979 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | WALLACE HART CAPITAL MANAGEMENT 1792 Alysheba Way, Suite 390 Lexington, KY, 40509 | $214,691,810 | 770 | 3 | A Percentage of AUM, Performance Based |
| 14 | RUSSELL CAPITAL MANAGEMENT, LLC 476 E High St, Lexington, KY, 40507 | $210,660,467 | 622 | 4 | A Percentage of AUM, Fixed Fees |
| 15 | MONEYWATCH ADVISORS, INC. 121 Walton Avenue, Lexington, KY, 40508 | $209,950,052 | 367 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Lexington, Kentucky
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# 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# 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
QualificationsFirm CRD# 1697
Assets Under Management $1,100,942,271
No. Of Clients1
Clients Per Financial Advisor0
DUPREE & COMPANY, INC. 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 1 clients. The team consists of 13 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 Investment
QualificationsFirm CRD# 152695
Assets Under Management $423,413,984
No. Of Clients1549
Clients Per Financial Advisor129
BALLAST, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1549 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (PERCENTAGE OF CLIENT'S NET WORTH)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 298326
Assets Under Management $393,290,216
No. Of Clients480
Clients Per Financial Advisor80
ASIO CAPITAL LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 480 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
- Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 284064
Assets Under Management $339,613,374
No. Of Clients2987
Clients Per Financial Advisor136
FWG INVESTMENTS, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2987 clients. The team consists of 22 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
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 320791
Assets Under Management $269,760,746
No. Of Clients1519
Clients Per Financial Advisor253
JOULE FINANCIAL, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1519 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 110975
Assets Under Management $268,972,021
No. Of Clients1279
Clients Per Financial Advisor107
D. SCOTT NEAL, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1279 clients. The team consists of 12 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
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 131091
Assets Under Management $268,897,748
No. Of Clients697
Clients Per Financial Advisor139
DUPREE FINANCIAL GROUP, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $269M assets under management, the firm specializes in crafting personalized retirement planning solutions for 697 clients. The team consists of 5 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
QualificationsFirm CRD# 306639
Assets Under Management $257,111,052
No. Of Clients979
Clients Per Financial Advisor196
ALPHA FINANCIAL PARTNERS LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $257M assets under management, the firm specializes in crafting personalized retirement planning solutions for 979 clients. The team consists of 5 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 285981
Assets Under Management $214,691,810
No. Of Clients770
Clients Per Financial Advisor257
WALLACE HART CAPITAL MANAGEMENT is a financial advisory firm situated in Lexington, Kentucky. With a nearly $215M assets under management, the firm specializes in crafting personalized retirement planning solutions for 770 clients. The team consists of 3 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
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 109513
Assets Under Management $210,660,467
No. Of Clients622
Clients Per Financial Advisor156
RUSSELL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $211M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 clients. The team consists of 4 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
- Educational Seminars/ Workshops
QualificationsFirm CRD# 107337
Assets Under Management $209,950,052
No. Of Clients367
Clients Per Financial Advisor73
MONEYWATCH ADVISORS, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 clients. The team consists of 5 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
- Selection of Other Advisors
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