Find a Financial Advisor in Jefferson County, KY

 

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We did the hard work of finding trustworthy partners in Jefferson County, KY.

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We Only Work With The Best Jefferson County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Jefferson County, KY


  • Financial Advisor Close to Jefferson County, KY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Jefferson County, KY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Jefferson County, KY

We evaluated over 13,000 RIA firms to bring you the best of the best Jefferson County financial advisors.
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How Retirement-Friendly is Jefferson County, KY?

  • Population: 767,419
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $173,600
  • Average Monthly Housing Cost: $941
  • Average Household Income: $79,373
  • Kentucky Total Tax Burden: 8.58% (22nd Highest in U.S.)
  • Kentucky Property Tax: 1.99% (6th Lowest in U.S.)
  • Kentucky Individual Income Tax: 3.17% (9th Highest in U.S.)
  • Kentucky Sales and Excise Tax: 3.42% (23rd Highest in U.S.)



The Top Financial Advisor Firms in Jefferson County, KY

 

STEGNER INVESTMENT ASSOCIATES INC

Website

(502) 895-0122

233 Breckenridge Lane

Louisville, KY 40207

SEC#: 801-46803
Years in Business: 27 years

TAYLOR ADVISORS, INC.

Website

(502) 412-2524

700 North Hurstbourne Pkwy
Suite 110
Louisville, KY 40222

SEC#: 801-60952
Years in Business: 19 years

CENTERLINE WEALTH ADVISORS, LLC

Website

(502) 242-1561

10200 Forest Green Blvd.
Suite 311
Louisville, KY 40223

SEC#: 801-76852
Years in Business: 9 years

RICKETTS FINANCIAL, LLC

Website

(502) 855-3480

4965 Us Highway 42
Suite 1000
Louisville, KY 40222

SEC#: 801-118963
Years in Business: 1 years

HARVEY INVESTMENT COMPANY, LLC

Website

(502) 339-8270

297 North Hubbards Lane
Suite 102
Louisville, KY 40207

SEC#: 801-58031
Years in Business: 21 years

WAYCROSS PARTNERS, LLC

Website

(502) 410-1900

4965 U.S. Highway 42, Suite 2900

Louisville, KY 40222

SEC#: 801-81041
Years in Business: 6 years

LANIER ASSET MANAGEMENT, LLC

Website

(502) 909-1100

10200 Forest Green Boulevard
Suite 300
Louisville, KY 40223

SEC#: 801-107331
Years in Business: 5 years

FIRST KENTUCKY SECURITIES CORP

Website

(502) 893-7288

4360 Brownsboro Road
Suite 115
Louisville, KY 40207

SEC#: 801-67742
Years in Business: 14 years

PRIVATE CLIENT SERVICES, LLC

Website

(502) 451-0600

2225 Lexington Road

Louisville, KY 40206

SEC#: 801-71475
Years in Business: 11 years

 


Jefferson County, KY Financial Advisor FAQs

The cost of a financial advisor varies, as advisors offer a spectrum of services. For a standard level or service, expect to pay at least $1,000 per year.
The best financial advisors are paid hourly bases because it prevents them from selling you products to make more money, moreover they will always put your interests ahead of theirs. If a fee is charged, it should be a percentage of the collected assets with a low initial fee and increased at each anniversary date.
Financial advisors come in all shapes and sizes, and you'll find one whose personality matches your needs. Researching what type of financial advisor would be a good fit is necessary to finding the right person who will work best for you.
Financial advisors give advice on life insurance, retirement planning or investment policy in an effort to meet certain goals.