Top financial advisors in Frankfort, KY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your financial future in Frankfort, KY, especially if you're planning for retirement or managing investments in a lower-cost area. A common mistake is underestimating how local living costs can affect your retirement savings and spending power.
- Local cost awareness. Ask how they factor Frankfort's lower living expenses into your retirement plan to avoid over- or under-saving.
- Retirement income sequencing. Confirm how they plan withdrawals to keep your portfolio sustainable over time.
- Investment risk balance. Discuss how they adjust your portfolio to match your comfort with market ups and downs.
- Experience with regional markets. Inquire about their knowledge of Kentucky's economic trends and how that influences your financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John K
Series 66
Cincinnati, OH
Cambridge Investment Research Advisors
John Kline's expertise in retirement income strategy and plans for business owners suits those planning retirement in Frankfort, KY, where local cost awareness is crucial. His affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse client services, distinguishes him from others by combining personalized planning with broad institutional resources.
Experience: 7 years
Avg account: $378,281
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Kyle S
Series 66
Frankfort, KY
Edward Jones
Kyle Sanders offers wealth management services in Frankfort, KY, with expertise in tax-loss harvesting and multi-generational wealth transfer, which can support retirement planning in this lower-cost area. Working at Edward Jones, a large firm with over 23,000 advisors and $1.01 trillion in assets, he provides access to diverse investment strategies and charges up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 4 years
Avg account: $246,728
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Michael W
CFP®, Series 63, Series 65
Frankfort, KY
Osaic Advisory Services, LLC
Michael Wilkerson II brings 26 years of financial experience and CFP® certification, making him well-equipped to address retirement planning and investment management in Frankfort, KY. As mayor of Frankfort and a board member of the Kentucky League of Cities Investment Pool, he offers unique local insight, while his firm, Osaic Advisory Services, LLC, provides diverse managed account programs with flexible fee structures including flat fees and negotiable AUM rates.
Experience: 26 years
Avg account: $508,486
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Geoffrey S
Series 66
Frankfort, KY
Advisory Services Network
Geoffrey Smarte's 17 years of experience and Series 66 license equip him to address retirement planning and investment management in Frankfort, KY, with an understanding of local economic factors. His affiliation with Advisory Services Network, an independent firm managing $8.6 billion, offers diverse investment strategies and flexible fee options including flat fees and hourly rates, distinguishing him from advisors with more limited fee structures or firm resources.
Experience: 18 years
Avg account: $826,033
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James M
Series 63, Series 65
Frankfort, KY
LPL Financial
James Mc Gary offers 17 years of experience in wealth management and retirement plans, including SEP and solo 401k options, making him well-suited for clients in Frankfort, KY planning for retirement. His affiliation with LPL Financial, a large firm providing flat-fee financial planning and a broad range of investment solutions, distinguishes him from advisors with smaller practices or different fee structures.
Experience: 17 years
Avg account: $399,489
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