Browse all Flat-fee advisors in Kentucky

Every advisor below is licensed to work with clients in Kentucky. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find Kentucky advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	2,265
Retired	1,577
Tax-loss harvesting	1,465
Wealth management	1,339
Retirement plans for business owners (SEP, solo 401k)	887
Executive	880
Retirement income strategy	575
Private / alternative investments	429
College savings (529s, UTMA, etc.)	395
General retirement planning	383
Business exit / sale strategy	351
Self-Employed	325
Options & derivatives strategies	305
Annuities	301
ESG / Sustainable investing	295
Charitable giving & philanthropy	258
Cash flow / budgeting	211
Active portfolio management	203
Business succession planning	173
HENRY (High Earners, Not Rich Yet)	139
Long-term care insurance	132
Approaching retirement	127
Concentrated stock management	71
Passive / index investing	70
General estate planning guidance	62
General tax planning	60
Income planning	60
Retirement withdrawal strategies	53
Business ownership considerations	49
Social Security optimization	45
Mid-Career Professionals	41
Real estate investing	37
Charitable giving tax strategies	35
Equity compensation tax strategy	29
Debt management	25
Established Professionals	25
Values-based investing	24
Divorce financial planning	19
Doctor or Medical Professional	19
Professional Athlete	17
Tax strategies for small businesses	15
Women Professionals	14
Medicare planning	13
Life insurance needs analysis	12
Factor investing / smart beta	10
Financial Professional	9
Educators, Teachers, and Academics	8
Religious/faith focused	8
Roth conversion strategy	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Young Professionals	6
Family Business	5
Parents	4
Engineering Professional	3
Young Families	3

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