Find a Financial Advisor in Spencer County, KY

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

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We Only Work With The Best Spencer 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 Spencer County, KY


  • Financial Advisor Close to Spencer 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 Spencer 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 Spencer County, KY

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

  • Population: 18,680
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $214,100
  • Average Monthly Housing Cost: $1,084
  • Average Household Income: $91,493
  • 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 Spencer County, KY

 

 


Spencer County, KY Financial Advisor FAQs

Spencer County is a county in Kentucky, United States of America, where Taylorsville is the county seat. The Louisville/Jefferson County, KY-IN Metropolitan Statistical Area, includes Spencer County. Manufacturing (1,684 people), Health Care & Social Assistance (1,432 people), and Retail Trade (1,031 people) are the major industries in Spencer County, while the highest paying industries are Wholesale Trade ($64,015), Utilities ($61,944), and Manufacturing ($60,691). Spencer is well-known for housing the Kentucky Derby Museum. The Kentucky Derby Museum is a Thoroughbred horse racing museum in Louisville, Kentucky, located on the grounds of Churchill Downs. A team of financial advisors is ready to help you in Spencer County, Kentucky, situated in the heart of the Bluegrass region. Established in 1824, this county is a component of the Louisville/ Jefferson County, KY-IN Metropolitan Statistical Area, and the City of Taylorsville functions as its seat. Louisville, Shelbyville, Bardstown, and Lexington are only a short drive away. There will be one for you with all the financial advisors close to Spencer County, Kentucky, that we have scouted below.

Financial advisors give advice about a variety of financial decisions, including investments, retirement planning, saving for college, and risk management.

When faced with complication in our finances, having someone outside looking in is an invaluable service that will help take some work off of our shoulders as we search for solutions. A good financial advisor can provide sound advice in dealing with your finances.

Financial advisors get paid through various potential avenues, including fees for transactions or managed assets, fixed annual fees charged by the advisor to advise a client on his/her investments, commissions earned through sales of specific funds or products.

Ask about their track record, preferences in compensation, credentials, and investment philosophies.