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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 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 registration checks. 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 25, 2025Lexington has 4 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 25 years of experience.
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List of Qualified Retirement Planning Advisors in Lexington, Kentucky
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
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
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 | 1500 Aristides Blvd., Lexington, KY, 40511 | $3,803,189,141 | 21 | 142 | A percentage of AUM, Performance Based |
| 2 | 100 W Main Street, Suite 450 Lexington, KY, 40507 | $2,905,556,042 | 8456 | 37 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1999 Richmond Road, Suite 1b Lexington, KY, 40502 | $1,796,022,602 | 866 | 6 | A percentage of AUM, Performance Based |
| 4 | 527 Wellington Way, Ste 225, Lexington, KY, 40503 | $1,509,725,992 | 5260 | 45 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 125 South Mill St Ste 100, Lexington, KY, 40507 | $1,031,166,310 | 1 | 13 | A percentage of AUM |
| 6 | 400 East Vine St, Suite 400 Lexington, KY, 40507 | $625,203,027 | 1798 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF CLIENT'S NET WORTH) |
| 7 | 220 Lexington Green Circle, Suite 420 Lexington, KY, 40503 | $499,551,795 | 571 | 6 | A percentage of AUM, Other (ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING) |
| 8 | 319 Cedar St., Suite 201 Lexington, KY, 40508 | $376,120,761 | 1118 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 3292 Eagle View Lane, Suite 290 Lexington, KY, 40509 | $352,031,453 | 1335 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 1216 S. Broadway, Lexington, KY, 40504 | $331,989,252 | 1822 | 7 | A percentage of AUM, Fixed fees |
| 11 | 237 East Main Street, Lexington, KY, 40507 | $330,218,102 | 1615 | 6 | A percentage of AUM |
| 12 | 300 West Vine Street, Suite 2201 Lexington, KY, 40507 | $283,043,282 | 630 | 5 | A percentage of AUM, Fixed fees |
| 13 | 1795 Alysheba Way, Suite 7104 Lexington, KY, 40509 | $278,443,881 | 1714 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 476 E High St, Lexington, KY, 40507 | $251,840,636 | 606 | 4 | A percentage of AUM, Fixed fees |
| 15 | 121 Walton Avenue, Lexington, KY, 40508 | $247,500,906 | 1366 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Lexington, Kentucky
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# 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# 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# 1697
Assets Under Management $1,031,166,310
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 companies
QualificationsFirm CRD# 152695
Assets Under Management $625,203,027
No. Of Clients1798
Clients Per Financial Advisor150
BALLAST, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $625M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1798 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 298326
Assets Under Management $499,551,795
No. Of Clients571
Clients Per Financial Advisor95
ASIO CAPITAL LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $500M assets under management, the firm specializes in crafting personalized retirement planning solutions for 571 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 306639
Assets Under Management $376,120,761
No. Of Clients1118
Clients Per Financial Advisor160
ALPHA FINANCIAL PARTNERS LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $376M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1118 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110975
Assets Under Management $352,031,453
No. Of Clients1335
Clients Per Financial Advisor134
D. SCOTT NEAL, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $352M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1335 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
- 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
- Education seminars/workshops
QualificationsFirm CRD# 320791
Assets Under Management $331,989,252
No. Of Clients1822
Clients Per Financial Advisor260
JOULE FINANCIAL, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1822 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 131091
Assets Under Management $330,218,102
No. Of Clients1615
Clients Per Financial Advisor269
DUPREE FINANCIAL GROUP, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $330M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1615 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 312817
Assets Under Management $283,043,282
No. Of Clients630
Clients Per Financial Advisor126
PARAGON PRIVATE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 630 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 164333
Assets Under Management $278,443,881
No. Of Clients1714
Clients Per Financial Advisor286
INVESTMENTS & FINANCIAL PLANNING, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $278M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1714 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
- Other (FINANCIAL CONSULTING)
QualificationsFirm CRD# 109513
Assets Under Management $251,840,636
No. Of Clients606
Clients Per Financial Advisor152
RUSSELL CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lexington, Kentucky. With a nearly $252M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 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 and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 107337
Assets Under Management $247,500,906
No. Of Clients1366
Clients Per Financial Advisor273
MONEYWATCH ADVISORS, INC. is a financial advisory firm situated in Lexington, Kentucky. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1366 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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
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Looking for more choices? Use our free match service to compare retirement planners serving your area.