Find a Financial Advisor in Shelby County, KY


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

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We Only Work With The Best Shelby 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


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


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 Shelby County, KY

  • Financial Advisor Close to Shelby 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 Shelby County, KY

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


Without Advisor

With Advisor

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

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

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

  • Population: 47,325
  • % of Population 62 Years and Over: 19.1%
  • Average Home Value: $199,000
  • Average Monthly Housing Cost: $937
  • Average Household Income: $89,068
  • 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 Shelby County, KY




(502) 829-9244

3060 Waddy Road

Waddy, KY 40076

SEC#: 801-112311
Years in Business: 4 years


Shelby County, KY Financial Advisor FAQs

Most people find budgeting overwhelming (even though they may understand frugality) financial advisors often offer a course correction feature whereby they'll take care of your money management responsibilities so you don't have to worry about them. It can seem difficult at first but rest assured it is an incredible experience getting help so you can let go!
Being a financial advisor is not all about making money. It takes hard work, knowledge and patience to be truly great at what you do. A good advisor must have an understanding of securities law and ethics standards specific to the career field in which he or she works while also learning more about specific types of investments.
How financial advisors get paid varies on the situation. However, if they are working with an independent broker/dealer who offers commission-based services, it's likely that your advisor will get compensated via commissions on the securities they buy for you.
You need someone who is knowledgeable, trustworthy, experienced, able to adjust plans as your needs change over time, and has competitive fees. Ask about their investment philosophy - you want someone who thinks similarly to you - but don't rule out hiring them if they have ideas with which you disagree - these are the folks that CAN help challenge YOU into making better decisions for YOU!