Find a Financial Advisor in Oldham County, KY

 

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

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We Only Work With The Best Oldham 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 Oldham County, KY


  • Financial Advisor Close to Oldham 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 Oldham 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 Oldham County, KY

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

  • Population: 65,967
  • % of Population 62 Years and Over: 15.9%
  • Average Home Value: $283,400
  • Average Monthly Housing Cost: $1,302
  • Average Household Income: $128,725
  • 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 Oldham County, KY

 

WETZEL INVESTMENT ADVISORS, INC.

Website

(317) 859-2502

4404 Carolyn Court

Crestwood, KY 40014

SEC#: 801-117718
Years in Business: 2 years

 


Oldham County, KY Financial Advisor FAQs

Financial advisors are professionals who advise people on financial matters. This person's responsibilities could also include helping clients with their tax situation, investment portfolio management and retirement planning.
Having a financial advisor can be beneficial in two ways. They can help you make decisions related to your finances and investments, and they may also give you unbiased information about insurance policies, retirement plans, or other financial options for your business.
Financial advisors are paid in a myriad of ways. These vary, depending on the type of service rendered, account level, product they're selling, and more.
Get information about their educational background, years of experience in financial advising, degrees, and licenses.