{
  "path": "/advisors/ky/louisville/flat-fee",
  "url": "https://advisorcensus.com/advisors/ky/louisville/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Louisville, KY",
  "filters": {},
  "scope_total": 53,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Louisville, KY?",
      "a": "AdvisorCensus lists 87 investment advisory firms with a principal office in the Louisville metro area, from Form ADV filings as of October 2026: 49 SEC-registered, 32 state-registered, and 6 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Louisville, KY?",
      "a": "26 of the 87 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Louisville, KY offer financial planning?",
      "a": "58 of the 81 firms in Louisville, KY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Louisville, KY fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 26 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 53 investment advisory firms with a principal office in the Louisville metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Louisville has 87 investment advisory firms with a principal office in the metro area as of October 2026: 49 SEC-registered, 32 state-registered, and 6 exempt reporting advisers. 26 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 28 report under $100 million in regulatory assets under management. The metro area has 558,306 households, 53,393 of them with income of $200,000 or more, or 614 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Louisville, KY: 53 firms from Form ADV filings as of October 2026.",
  "total_firms": 53,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 32,
    "state": 21,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 17
    },
    {
      "code": "percentage_of_aum",
      "count": 48
    },
    {
      "code": "hourly",
      "count": 27
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 53
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 3
    },
    {
      "code": "other",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 15
    },
    {
      "code": "5_to_9",
      "count": 18
    },
    {
      "code": "10_to_19",
      "count": 11
    },
    {
      "code": "20_plus",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 6
    },
    {
      "code": "25m_100m",
      "count": 12
    },
    {
      "code": "100m_500m",
      "count": 16
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 146493,
      "name": "Advantage Investment Management",
      "name_as_filed": "ADVANTAGE INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/advantage-investment-management-louisville-ky-146493",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 1037,
      "name": "Alexander Investment Services Co.",
      "name_as_filed": "ALEXANDER INVESTMENT SERVICES CO.",
      "url": "https://advisorcensus.com/firm/alexander-investment-services-co-louisville-ky-1037",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 51,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133408,
      "name": "Atlas Brown",
      "name_as_filed": "ATLAS BROWN",
      "url": "https://advisorcensus.com/firm/atlas-brown-louisville-ky-133408",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 21,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306618,
      "name": "Axiom Financial Strategies Group, LLC",
      "name_as_filed": "AXIOM FINANCIAL STRATEGIES GROUP, LLC",
      "url": "https://advisorcensus.com/firm/axiom-financial-strategies-group-llc-new-albany-in-306618",
      "city": "New Albany",
      "state": "IN",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325308,
      "name": "Barlow Wealth Partners, LLC",
      "name_as_filed": "BARLOW WEALTH PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/barlow-wealth-partners-llc-louisville-ky-325308",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342302,
      "name": "Belle Trace Financial Planning",
      "name_as_filed": "BELLE TRACE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/belle-trace-financial-planning-louisville-ky-342302",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337875,
      "name": "Bloom Financial LLC",
      "name_as_filed": "BLOOM FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/bloom-financial-llc-louisville-ky-337875",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169515,
      "name": "Bluegrass Financial Planning, LLC",
      "name_as_filed": "BLUEGRASS FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/bluegrass-financial-planning-llc-louisville-ky-169515",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310682,
      "name": "BLVD Private Wealth, LLC",
      "name_as_filed": "BLVD PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/blvd-private-wealth-llc-prospect-ky-310682",
      "city": "Prospect",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125405,
      "name": "Breidenbach Capital Consulting, LLC",
      "name_as_filed": "BREIDENBACH CAPITAL CONSULTING, LLC",
      "url": "https://advisorcensus.com/firm/breidenbach-capital-consulting-llc-louisville-ky-125405",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299363,
      "name": "Castellan",
      "name_as_filed": "CASTELLAN",
      "url": "https://advisorcensus.com/firm/castellan-louisville-ky-299363",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 5,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164485,
      "name": "Centerline Wealth Advisors, LLC",
      "name_as_filed": "CENTERLINE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/centerline-wealth-advisors-llc-louisville-ky-164485",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293283,
      "name": "Clark Financial Planning",
      "name_as_filed": "CLARK FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/clark-financial-planning-louisville-ky-293283",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122135,
      "name": "Coats Financial Planning",
      "name_as_filed": "COATS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/coats-financial-planning-louisville-ky-122135",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 26,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108340,
      "name": "Cullinan Associates, Inc.",
      "name_as_filed": "CULLINAN ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/cullinan-associates-inc-louisville-ky-108340",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 36,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316202,
      "name": "Dmlo Wealth Planning, LLC",
      "name_as_filed": "DMLO WEALTH PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/dmlo-wealth-planning-llc-louisville-ky-316202",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333509,
      "name": "Essa Financial LLC",
      "name_as_filed": "ESSA FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/essa-financial-llc-louisville-ky-333509",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323656,
      "name": "Family Wealth Planning Partners",
      "name_as_filed": "FAMILY WEALTH PLANNING PARTNERS",
      "url": "https://advisorcensus.com/firm/family-wealth-planning-partners-louisville-ky-323656",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151499,
      "name": "Federal Hill Capital Management",
      "name_as_filed": "FEDERAL HILL CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/federal-hill-capital-management-bardstown-ky-151499",
      "city": "Bardstown",
      "state": "KY",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331235,
      "name": "Fenwick Financial",
      "name_as_filed": "FENWICK FINANCIAL",
      "url": "https://advisorcensus.com/firm/fenwick-financial-new-haven-ky-331235",
      "city": "New Haven",
      "state": "KY",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 7524,
      "name": "First Kentucky Securities Corp",
      "name_as_filed": "FIRST KENTUCKY SECURITIES CORP",
      "url": "https://advisorcensus.com/firm/first-kentucky-securities-corp-louisville-ky-7524",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323541,
      "name": "Guidance Capital, Inc.",
      "name_as_filed": "GUIDANCE CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/guidance-capital-inc-louisville-ky-323541",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341803,
      "name": "Hafele Investments",
      "name_as_filed": "HAFELE INVESTMENTS",
      "url": "https://advisorcensus.com/firm/hafele-investments-louisville-ky-341803",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110482,
      "name": "Harvey Investment Company, LLC",
      "name_as_filed": "HARVEY INVESTMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/harvey-investment-company-llc-louisville-ky-110482",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 25,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118731,
      "name": "Horizon Wealth Management, LLC",
      "name_as_filed": "HORIZON WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/horizon-wealth-management-llc-new-albany-in-118731",
      "city": "New Albany",
      "state": "IN",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314961,
      "name": "Inspire Private Wealth Management",
      "name_as_filed": "INSPIRE PRIVATE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/inspire-private-wealth-management-louisville-ky-314961",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168467,
      "name": "J. Hagan Capital, Inc.",
      "name_as_filed": "J. HAGAN CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/j-hagan-capital-inc-louisville-ky-168467",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289507,
      "name": "KPP Advisory Services LLC",
      "name_as_filed": "KPP ADVISORY SERVICES LLC",
      "url": "https://advisorcensus.com/firm/kpp-advisory-services-llc-louisville-ky-289507",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 9,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157065,
      "name": "Lach Financial",
      "name_as_filed": "LACH FINANCIAL",
      "url": "https://advisorcensus.com/firm/lach-financial-louisville-ky-157065",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150888,
      "name": "Lanier Asset Management, LLC",
      "name_as_filed": "LANIER ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/lanier-asset-management-llc-louisville-ky-150888",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324258,
      "name": "Legacy Financial Independent Advisors LLC",
      "name_as_filed": "LEGACY FINANCIAL INDEPENDENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/legacy-financial-independent-advisors-llc-louisville-ky-324258",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165086,
      "name": "Lifetime Wealth Design LLC",
      "name_as_filed": "LIFETIME WEALTH DESIGN LLC",
      "url": "https://advisorcensus.com/firm/lifetime-wealth-design-llc-louisville-ky-165086",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283056,
      "name": "Magnate Advisory Services, LLC",
      "name_as_filed": "MAGNATE ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/magnate-advisory-services-llc-louisville-ky-283056",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283632,
      "name": "Mercurio Wealth Advisors",
      "name_as_filed": "MERCURIO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/mercurio-wealth-advisors-louisville-ky-283632",
      "city": "Louisville",
      "state": "KY",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297462,
      "name": "Oxinas Partners Wealth Management",
      "name_as_filed": "OXINAS PARTNERS WEALTH MANAGEMENT",
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      "crd_number": 309381,
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      "name_as_filed": "RICKETTS FINANCIAL, LLC",
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      "url": "https://advisorcensus.com/firm/stegner-investment-associates-inc-louisville-ky-107480",
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      "crd_number": 289872,
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      "name": "Warren Wealth Management & Tax Planning Inc.",
      "name_as_filed": "WARREN WEALTH MANAGEMENT & TAX PLANNING INC.",
      "url": "https://advisorcensus.com/firm/warren-wealth-management-and-tax-planning-inc-louisville-ky-305992",
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  },
  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}