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Find Retirement Advisors for Retirement Planning in Louisville, 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 Louisville, Kentucky

Last Updated - January 31, 2025

Louisville has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 41 non-vetted advisors in your local area. These retirement advisors in Louisville, Kentucky have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Louisville, Kentucky

advisor
vector.svg VERIFIED

Chris 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Reliant 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
700 North Hurstbourne Pkwy, Suite 110
Louisville, KY, 40222
$14,542,535,00014014
A Percentage of AUM, Fixed Fees
2
462 South Fourth Street, Suite 2000
Louisville, KY, 40202-3466
$7,802,138,24111150
A Percentage of AUM, Performance Based
3
2201 High Wickham Place,
Louisville, KY, 40245
$4,569,619,52415255169
A Percentage of AUM, Fixed Fees, Other (PORTFOLIO SIGNALS, FIXED SUBSCRIPTION FEE.)
4
101 South 5th Street, Suite 3100
Louisville, KY, 40202
$3,974,646,90910819
A Percentage of AUM, Fixed Fees
5
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.)
6
295 N. Hubbards Lane, Suite 203
Louisville, KY, 40207
$1,857,130,92594217
A Percentage of AUM, Fixed Fees
7
233 Breckenridge Lane,
Louisville, KY, 40207
$1,728,294,95573010
A Percentage of AUM, Fixed Fees
8
9300 Shelbyville Rd., Suite 1310
Louisville, KY, 40222
$1,476,243,973274431
A Percentage of AUM, Hourly charges, Fixed Fees
9
3700 Brownsboro Road,
Louisville, KY, 40207
$890,183,53610755
A Percentage of AUM, Hourly charges, Fixed Fees
10
297 North Hubbards Lane, Suite 102
Louisville, KY, 40207
$869,090,4202655
A Percentage of AUM, Fixed Fees
11
435 N. Whittington Parkway, Suite 180
Louisville, KY, 40222
$859,633,4344387
A Percentage of AUM, Performance Based
12
1515 Ormsby Station Court,
Louisville, KY, 40223
$838,880,7606322
A Percentage of AUM, Performance Based
13
2225 Lexington Road,
Louisville, KY, 40206
$663,057,627266960
A Percentage of AUM, Hourly charges, Fixed Fees
14
4360 Brownsboro Road, Suite 300
Louisville, KY, 40207
$641,112,265284825
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
15
500 N. Hurstbourne Parkway, Suite 120
Louisville, KY, 40222
$627,838,627539376
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Louisville, 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
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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
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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
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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
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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
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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
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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
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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
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QualificationsFirm CRD# 325308

Assets Under Management $890,183,536

No. Of Clients1075

Clients Per Financial Advisor215

BARLOW WEALTH PARTNERS, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $890M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1075 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

  • Portfolio Management for Individuals
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QualificationsFirm CRD# 110482

Assets Under Management $869,090,420

No. Of Clients265

Clients Per Financial Advisor53

HARVEY INVESTMENT COMPANY, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $869M assets under management, the firm specializes in crafting personalized retirement planning solutions for 265 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

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

QualificationsFirm CRD# 107794

Assets Under Management $859,633,434

No. Of Clients438

Clients Per Financial Advisor63

PARTHENON LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $860M assets under management, the firm specializes in crafting personalized retirement planning solutions for 438 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
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 175257

Assets Under Management $838,880,760

No. Of Clients63

Clients Per Financial Advisor3

RAMSEY QUANTITATIVE SYSTEMS, INC. is a financial advisory firm situated in Louisville, Kentucky. With a nearly $839M assets under management, the firm specializes in crafting personalized retirement planning solutions for 63 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
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 120222

Assets Under Management $663,057,627

No. Of Clients2669

Clients Per Financial Advisor44

PRIVATE CLIENT SERVICES, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $663M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2669 clients. The team consists of 60 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
View Full Profile

QualificationsFirm CRD# 7524

Assets Under Management $641,112,265

No. Of Clients2848

Clients Per Financial Advisor114

FIRST KENTUCKY SECURITIES CORP is a financial advisory firm situated in Louisville, Kentucky. With a nearly $641M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2848 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Security Rating
View Full Profile

QualificationsFirm CRD# 165474

Assets Under Management $627,838,627

No. Of Clients5393

Clients Per Financial Advisor71

STRATEGIC WEALTH INVESTMENT GROUP, LLC is a financial advisory firm situated in Louisville, Kentucky. With a nearly $628M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5393 clients. The team consists of 76 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

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

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