Financial advisors in Covington, KY

638 match · page 1 of 22

Adam Lisowsky
Financial advisor at Journey Advisory Group, LLC
Journey Advisory Group, LLC · $1.65B AUM
CFP®VerifiedFinancial planning
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Amber Melvin
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Andrew Roake
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Benjamin Holthus
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Brian Cassin
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Casey Pflum
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Grant Jennings
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Ivan Lewis
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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James Owens
Financial advisor at Journey Advisory Group, LLC
Journey Advisory Group, LLC · $1.65B AUM
CFP®VerifiedFinancial planning
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Jereme Ransick
Financial advisor at Principled Wealth Advisors, LLC
Principled Wealth Advisors, LLC · $252.1M AUM
CFP®VerifiedFinancial planning
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John Bose
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Wildern
Financial advisor at Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
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Jonathon Hemmer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Justin Brown
Financial advisor at Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
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Kathlyn Diebel
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Kevin Galbraith
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Lee Ballinger
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Louis Roedersheimer
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
CFP®VerifiedFinancial planning
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Luke Merry
Financial advisor at Principled Wealth Advisors, LLC
Principled Wealth Advisors, LLC · $252.1M AUM
CFP®VerifiedFinancial planning
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Mariann McDermott
Financial advisor at M Holdings Securities, Inc.
M Holdings Securities, Inc. · $3.21B AUM
CFP®VerifiedFinancial planning
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Matthew Aquilia
Financial advisor at Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
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Meghan Mullikin
Financial advisor at Journey Advisory Group, LLC
Journey Advisory Group, LLC · $1.65B AUM
CFP®VerifiedFinancial planning
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Michael Buten
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Michael McWhinnie
Financial advisor at Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
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Michelle Frommeyer
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Paula Abbott
Financial advisor at Journey Advisory Group, LLC
Journey Advisory Group, LLC · $1.65B AUM
CFP®VerifiedFinancial planning
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Scott Reynolds
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Seth Sanborn
Financial advisor at Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc. · $1.52B AUM
CFP®VerifiedFinancial planning
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Stephanie Jones
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Aaron Burnett
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Covington, KY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Covington, KY.

How this list works

Before you hire an advisor in Covington, KY