Lexington, KY

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Lexington, KY
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Best Financial Advisors in Lexington, KY

The highest-rated Financial Planning & Wealth Management companies out of 114 vetted & reviewed in the Lexington area.

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Elder Law Lawyers - Lexington

Elder Law Lawyers - Lexington

(49)
Special Needs Trusts & Administration, Estate Planning and Administration, What’s the Best Way to Save Your Home From Medicaid?
“Super professional, handled the various needs with up to date knowledge of the law and knowing how to use the law to leverage the it for best circumstances for our parents”
In Business Since 2000
2443 Sir Barton Way #325, Lexington, KY
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The Cool Financial Ninja!

The Cool Financial Ninja!

(37)
  • Healthcare
  • Companies
  • Expertise
“Todd Oldfield is a blessing for me with his Professional , Knowledge , and attention to the details getting me started on my new journey with Medicare.”
In Business Since 2012
2808 Palumbo Dr #204, Lexington, KY
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Legacy Wealth Management

Legacy Wealth Management

(4)
“I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2015
2525 Harrodsburg Rd #100, Lexington, KY
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Community Trust Wealth & Trust Management

Community Trust Wealth & Trust Management

(3)
E-Statements, External Transfers, Zelle
“They take great care of their clients and genuinely care about what's in their best interest.”
Licensed, BBB Rating: A+
Coupons & Offers
In Business Since 2019
100 E Vine St #501, Lexington, KY
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Succession Wealth Planning

Succession Wealth Planning

(21)
  • Meeting
  • Confidence
  • Needs
“From our first meeting, Greg has always listened closely to my goals and plans, and carefully devised a financial strategy that will help me attain them.”
In Business Since 2021
998 Governors Ln STE 350, Lexington, KY
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Alpha Financial Partners

Alpha Financial Partners

(14)
  • Goals
  • Company
  • Communication
“If you have ever struggled to determine the correct way to manage your assets and want compassionate support in your ventures, this is the group that you need behind you.”
Transparent Fees & Pricing
In Business Since 2019
710 E Main St Suite 110, Lexington, KY
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Central Investment Center

Central Investment Center

“At Central Bank, we're part of the same communities you are. We're your neighbors, friends and business partners. And through the relationships we build with you every day, we consistently provide you a better, more effective way to bank. In everythi...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1997
2424 Harrodsburg Rd STE 101, Lexington, KY
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FK Perkins & Company

FK Perkins & Company

HR Outsourcing, Business Consulting, Financial Statement Preparation and Analysis
“We help you meet your business goals with the use of clear and accurate financial statements. FK Perkins & Company, PLLC is more than business accounting and taxation; our firm provides a high level of service that includes business leadership, manag...”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2015
2365 Harrodsburg Rd, Lexington, KY
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Bright Financial Planning

Bright Financial Planning

(11)
  • Portfolio
  • Learning
  • Phone
“I have been working with Casey Bright for several years and have the upmost confidence he is looking out for my family's best interest, in regards to our financial future.”
In Business Since 2023
2416 Greatstone Point, Lexington, KY
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JT Davis Asset Management

JT Davis Asset Management

(6)
Long-Term Care, ​retirement Planning, Remedial Financial Coaching
“When I came to Johnathon after having inherited an IRA and some other holdings, I had no idea how to best manage those to secure future income for myself and my family.”
In Business Since 2015
444 E Main St #101, Lexington, KY
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In-Balance Accounting Services

In-Balance Accounting Services

(8)
  • Small Business
“, she does a great job at explaining things where I perfectly understand, also teaching me a few things so I won't make the same mistakes, any small business, large business owners, I highly recommend Donna, do not stress out over things you don't kn...”
In Business Since 2004
153 Patchen Dr suite 21, Lexington, KY
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VFG Wealth Management & Benefit Solutions

VFG Wealth Management & Benefit Solutions

(7)
  • Retirement
  • Health Insurance
  • Employee
“The solutions provided are quick, easy, and painless which helps me to focus on running my business knowing that everything else is in goods hands with Jason Young and the rest of the team at VFG.”
In Business Since 2003
131 Prosperous Pl Ste 14a, Lexington, KY
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Joule Financial

Joule Financial

(3)
Investment Management, Wealth Development, Comprehensive Planning
“I have been working with Daniel for over a year now and whenever I email him regarding financial decisions I always get a response same day with a very helpful constructive analysis taking into consideration my whole financial picture.”
In Business Since 2017
1216 S Broadway, Lexington, KY
FAQs
How do you get paid?
For those seeking comprehensive wealth management and meeting our minimum asset requirement, our fee for investment management is a flat 1% of the assets under our care. Comprehensive financial and retirement planning is incorporated within this fee.
Who holds our investments?
Joule Financial is completely independent allowing us to work with a variety of custodians. We currently have relationships with Fidelity, TIAA-CREF, and our primary custodian for clients is Charles Schwab. We have no direct access to client funds.
What is your minimum investment?
Our minimum investment for comprehensive wealth management services is currently $500,000. Consider our Wealth Development Program should you not have this minimum investment amount.
What exactly is a Fiduciary?
A fiduciary is someone who is acting in the best interest of the client at all times. It is someone who is not compensated differently to steer a client into one investment over another.
We do have more answers on the FAQ page on our website.
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Young & Wadlington

Young & Wadlington

(3)
Make Payment, Accounts Payable Login, File Room Login
“During the chaos of the pandemic, she was invaluable in guiding us through the PPP loan/forgiveness process and even found one that we should apply for that we wouldn't have known about.”
In Business Since 2013
800 Corporate Dr #230, Lexington, KY
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The Livesay Group

The Livesay Group

(2)
“Very professional and a great place to get taxes done”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2014
185 Pasadena Dr, Lexington, KY
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R.L. Brown Wealth Management

R.L. Brown Wealth Management

(12)
  • Questions
“I met with Ron and ( Boom) all my Questions were answered and He made it clear and simple even I could understand,,, things are still in the green for us ,,, to be honest we have more than we started with even after 8 years and I can sleep...”
Average Price Tag
Family Business
In Business Since 2016
135 W Main St Suite 200, Lexington, KY
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Wealth Management of Kentucky

Wealth Management of Kentucky

(6)
“Assessing investors' goals and developing strong financial planning to achieve those goals are among the many excellent characteristics of Wealth Management..”
In Business Since 2014
444 E Main St #101, Lexington, KY
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Wrenne Financial Planning

Wrenne Financial Planning

(8)
Skip to Main Content, Skip to Footer, Skip to Primary Navigation
“We felt very behind with our investing strategy before finding them and they really helped us get on track and we are hoping to reach our goals even sooner than anticipated.”
Transparent Fees & Pricing
In Business Since 2018
996 E New Circle Rd, Lexington, KY,
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Radwan Brown & Company, PSC

Radwan Brown & Company, PSC

(1)
Budgeting, Planning & Compliance, Consulting & Strategic Planning, Tax & Financial Planning
“When I recognized several years ago that I would need tax prep assistance, this CPA firm came highly recommended as a financial firm with vast experience serving Thoroughbred horse businesses.”
In Business Since 1999
2421 Members Way, Lexington, KY
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Wealthsouth Wealth Management Kentucky

Wealthsouth Wealth Management Kentucky

(1)
Private Banking, Commercial, Investments
“Experienced and highly knowledgeable and locally-based team in Lexington, KY!”
In Business Since 2013
106 W Vine St, Lexington, KY
Featured

We’d like to extend a huge thank-you to everyone who is already sponsoring or participating in our Tax-Day Golf Scramble! Without your support, events like this would be impossible. nOnce again, if you are interested in participating or sponsoring, we’d also like to mention that those opportunities are still open – come out and join us for a fun, exciting day at the Danville Country Club!

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Family Wealth Group / FWG Investments

Family Wealth Group / FWG Investments

(5)
“Very friendly and knowledgeable people.”
In Business Since 2011
2704 Old Rosebud Rd # 180, Lexington, KY
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Gratz Park Private Wealth

Gratz Park Private Wealth

Philosophy & Policy, Your Experience
“Our intuitive approach to wealth planning allows us to educate and empower our clients as we create a plan and develop strategies to help grow, preserve and organize their wealth. We've built our foundation on trust, compassion, relationships, and sy...”
In Business Since 2018
110 E Third St, Lexington, KY
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Acuity Wealth Management

Acuity Wealth Management

(3)
“Helpful in navigating through planning and making sound decisions.”
In Business Since 2019
444 E Main St Suite 202, Lexington, KY
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Allan Watts

Allan Watts

(3)
“He also goes out of the way for his clients; something that is hard to find now-a-days.”
In Business Since 2008
527 Wellington Way #225, Lexington, KY
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Retirement Planning and Investment Management Services in Lexington, KY Cost Estimates

Minimum cost
$1233
Maximum cost
$10481
National Average
$3699
Avg Per Hour Rates
$370
$2466
$6782
Average price range is based on 508 cost profiles
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Average Cost $3699
Minimum cost $1233
Maximum cost $10481
Avg Per Hour Rates $370

Average range $2466 to $6782 is based on 508 cost profiles.

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Wealth Management Advisors near Lexington

Popular in Lexington

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