Scott County, KY Financial Advisors and Resources

Financial Advisor Firms in Scott County, KY



(502) 316-9152

1502 Oxford Drive
Suite 210
Georgetown, KY 40324

SEC#: 801-112954
Years in Business: 3 years

How Retirement-Friendly is Scott County, KY?

  • Population: 54,667
  • % of Population 62 Years and Over: 14.5%
  • Average Home Value: $194,700
  • Average Monthly Housing Cost: $1,020
  • Average Household Income: $87,058
  • 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.)

Scott County, KY Financial Advisor FAQs

Some financial advisors work as a solo practitioner, a family practice, a sole trader or an independent advisor. Other professional advisors can specialize in various areas such as investment prioritization and portfolio formation, estate planning and tax minimization, retirement counseling, and others.
Having a financial advisor can save you a lot of money by performing all the investments and other tasks on your behalf, thus keeping your money safe. They can also provide valuable guidance in cases of assets and liabilities management, savings, and taxes.
Financial advisors typically charge a percentage of the amount of money that is managed for a client. For example, they might charge an annual flat fee or they might charge between 10% and 20% of what you have invested with them each year.
Ask your financial advisor about how they get paid, what are the fees they charge, whether or not they have certain affiliations or investments that might influence their advice. They should be able to answer any questions you have clearly and succinctly so you can feel comfortable with them moving forward.