# Hourly financial advisors in Louisville, KY > AdvisorCensus lists 34 investment advisory firms with a principal office in the Louisville metro area that report hourly charges 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ky/louisville/hourly ## At a glance - Investment advisory firms: 34 - Registration: SEC-registered investment adviser: 16, State-registered investment adviser: 18 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 7 (21%); Percentage of assets 33 (97%); Hourly charges 34 (100%); Subscription fees (newsletter or periodical) 1 (3%); Fixed fees 27 (79%); Performance-based fees 2 (6%); Other 4 (12%) - Regulatory assets under management (Item 5.F): Under $25 million 5 (15%); $25 million to $100 million 11 (32%); $100 million to $500 million 10 (29%); $500 million to $1 billion 2 (6%); $1 billion to $5 billion 4 (12%); Not reported 2 (6%) - Years registered: Under 5 years 10 (29%); 5 to 9 years 12 (35%); 10 to 19 years 9 (26%); 20 years or more 2 (6%); Not reported 1 (3%) ## Firms (page 1 of 1, 1 to 34 of 34, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Advantage Investment Management](https://advisorcensus.com/firm/advantage-investment-management-louisville-ky-146493) ([md](https://advisorcensus.com/firm/advantage-investment-management-louisville-ky-146493.md)) | 146493 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [American Capital Management, Inc.](https://advisorcensus.com/firm/american-capital-management-inc-new-albany-in-122452) ([md](https://advisorcensus.com/firm/american-capital-management-inc-new-albany-in-122452.md)) | 122452 | New Albany, IN | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Other | | [Arena Wealth Advisors LLC](https://advisorcensus.com/firm/arena-wealth-advisors-llc-jeffersonville-in-331123) ([md](https://advisorcensus.com/firm/arena-wealth-advisors-llc-jeffersonville-in-331123.md)) | 331123 | Jeffersonville, IN | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly | | [Axiom Financial Strategies Group, LLC](https://advisorcensus.com/firm/axiom-financial-strategies-group-llc-new-albany-in-306618) ([md](https://advisorcensus.com/firm/axiom-financial-strategies-group-llc-new-albany-in-306618.md)) | 306618 | New Albany, IN | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Barlow Wealth Partners, LLC](https://advisorcensus.com/firm/barlow-wealth-partners-llc-louisville-ky-325308) ([md](https://advisorcensus.com/firm/barlow-wealth-partners-llc-louisville-ky-325308.md)) | 325308 | Louisville, KY | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee | | [Bloom Financial LLC](https://advisorcensus.com/firm/bloom-financial-llc-louisville-ky-337875) ([md](https://advisorcensus.com/firm/bloom-financial-llc-louisville-ky-337875.md)) | 337875 | Louisville, KY | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Bluegrass Financial Planning, LLC](https://advisorcensus.com/firm/bluegrass-financial-planning-llc-louisville-ky-169515) ([md](https://advisorcensus.com/firm/bluegrass-financial-planning-llc-louisville-ky-169515.md)) | 169515 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee | | [Breidenbach Capital Consulting, LLC](https://advisorcensus.com/firm/breidenbach-capital-consulting-llc-louisville-ky-125405) ([md](https://advisorcensus.com/firm/breidenbach-capital-consulting-llc-louisville-ky-125405.md)) | 125405 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Brookstone Financial](https://advisorcensus.com/firm/brookstone-financial-jeffersonville-in-168185) ([md](https://advisorcensus.com/firm/brookstone-financial-jeffersonville-in-168185.md)) | 168185 | Jeffersonville, IN | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly | | [Castellan](https://advisorcensus.com/firm/castellan-louisville-ky-299363) ([md](https://advisorcensus.com/firm/castellan-louisville-ky-299363.md)) | 299363 | Louisville, KY | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee | | [Centerline Wealth Advisors, LLC](https://advisorcensus.com/firm/centerline-wealth-advisors-llc-louisville-ky-164485) ([md](https://advisorcensus.com/firm/centerline-wealth-advisors-llc-louisville-ky-164485.md)) | 164485 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee | | [Dmlo Wealth Planning, LLC](https://advisorcensus.com/firm/dmlo-wealth-planning-llc-louisville-ky-316202) ([md](https://advisorcensus.com/firm/dmlo-wealth-planning-llc-louisville-ky-316202.md)) | 316202 | Louisville, KY | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Farnsley Advisors](https://advisorcensus.com/firm/farnsley-advisors-louisville-ky-288491) ([md](https://advisorcensus.com/firm/farnsley-advisors-louisville-ky-288491.md)) | 288491 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly | | [Federal Hill Capital Management](https://advisorcensus.com/firm/federal-hill-capital-management-bardstown-ky-151499) ([md](https://advisorcensus.com/firm/federal-hill-capital-management-bardstown-ky-151499.md)) | 151499 | Bardstown, KY | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee | | [Fenwick Financial](https://advisorcensus.com/firm/fenwick-financial-new-haven-ky-331235) ([md](https://advisorcensus.com/firm/fenwick-financial-new-haven-ky-331235.md)) | 331235 | New Haven, KY | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Subscription, Fixed fee, Other | | [First Kentucky Securities Corp](https://advisorcensus.com/firm/first-kentucky-securities-corp-louisville-ky-7524) ([md](https://advisorcensus.com/firm/first-kentucky-securities-corp-louisville-ky-7524.md)) | 7524 | Louisville, KY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Performance fee, Other | | [Guidance Capital, Inc.](https://advisorcensus.com/firm/guidance-capital-inc-louisville-ky-323541) ([md](https://advisorcensus.com/firm/guidance-capital-inc-louisville-ky-323541.md)) | 323541 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee | | [Horizon Wealth Management, LLC](https://advisorcensus.com/firm/horizon-wealth-management-llc-new-albany-in-118731) ([md](https://advisorcensus.com/firm/horizon-wealth-management-llc-new-albany-in-118731.md)) | 118731 | New Albany, IN | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee | | [Inspire Private Wealth Management](https://advisorcensus.com/firm/inspire-private-wealth-management-louisville-ky-314961) ([md](https://advisorcensus.com/firm/inspire-private-wealth-management-louisville-ky-314961.md)) | 314961 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee | | [J. Hagan Capital, Inc.](https://advisorcensus.com/firm/j-hagan-capital-inc-louisville-ky-168467) ([md](https://advisorcensus.com/firm/j-hagan-capital-inc-louisville-ky-168467.md)) | 168467 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [KPP Advisory Services LLC](https://advisorcensus.com/firm/kpp-advisory-services-llc-louisville-ky-289507) ([md](https://advisorcensus.com/firm/kpp-advisory-services-llc-louisville-ky-289507.md)) | 289507 | Louisville, KY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee | | [Lach Financial](https://advisorcensus.com/firm/lach-financial-louisville-ky-157065) ([md](https://advisorcensus.com/firm/lach-financial-louisville-ky-157065.md)) | 157065 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee | | [Legacy Financial Independent Advisors LLC](https://advisorcensus.com/firm/legacy-financial-independent-advisors-llc-louisville-ky-324258) ([md](https://advisorcensus.com/firm/legacy-financial-independent-advisors-llc-louisville-ky-324258.md)) | 324258 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee | | [Mackhouse Capital](https://advisorcensus.com/firm/mackhouse-capital-clarksville-in-146350) ([md](https://advisorcensus.com/firm/mackhouse-capital-clarksville-in-146350.md)) | 146350 | Clarksville, IN | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly | | [Magnate Advisory Services, LLC](https://advisorcensus.com/firm/magnate-advisory-services-llc-louisville-ky-283056) ([md](https://advisorcensus.com/firm/magnate-advisory-services-llc-louisville-ky-283056.md)) | 283056 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Oxinas Partners Wealth Management](https://advisorcensus.com/firm/oxinas-partners-wealth-management-jeffersonville-in-297462) ([md](https://advisorcensus.com/firm/oxinas-partners-wealth-management-jeffersonville-in-297462.md)) | 297462 | Jeffersonville, IN | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee | | [Plentiful Wealth, LLC](https://advisorcensus.com/firm/plentiful-wealth-llc-louisville-ky-312250) ([md](https://advisorcensus.com/firm/plentiful-wealth-llc-louisville-ky-312250.md)) | 312250 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee | | [Private Client Services, LLC](https://advisorcensus.com/firm/private-client-services-llc-louisville-ky-120222) ([md](https://advisorcensus.com/firm/private-client-services-llc-louisville-ky-120222.md)) | 120222 | Louisville, KY | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee | | [Retirement Planning Solutions, LLC](https://advisorcensus.com/firm/retirement-planning-solutions-llc-louisville-ky-311575) ([md](https://advisorcensus.com/firm/retirement-planning-solutions-llc-louisville-ky-311575.md)) | 311575 | Louisville, KY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee | | [Strategic Wealth Investment Group, LLC](https://advisorcensus.com/firm/strategic-wealth-investment-group-llc-louisville-ky-165474) ([md](https://advisorcensus.com/firm/strategic-wealth-investment-group-llc-louisville-ky-165474.md)) | 165474 | Louisville, KY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Hourly | | [T.K.M. Financial Services, LLC](https://advisorcensus.com/firm/t-k-m-financial-services-llc-louisville-ky-289872) ([md](https://advisorcensus.com/firm/t-k-m-financial-services-llc-louisville-ky-289872.md)) | 289872 | Louisville, KY | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee | | [The Wealth Planning Company](https://advisorcensus.com/firm/the-wealth-planning-company-louisville-ky-341410) ([md](https://advisorcensus.com/firm/the-wealth-planning-company-louisville-ky-341410.md)) | 341410 | Louisville, KY | State-registered investment adviser | Under $25 million | Not reported | % of assets, Hourly, Fixed fee | | [Whitestone Capital Management LLC](https://advisorcensus.com/firm/whitestone-capital-management-llc-new-albany-in-315646) ([md](https://advisorcensus.com/firm/whitestone-capital-management-llc-new-albany-in-315646.md)) | 315646 | New Albany, IN | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee | | [Your Best Move Inc](https://advisorcensus.com/firm/your-best-move-inc-bardstown-ky-149749) ([md](https://advisorcensus.com/firm/your-best-move-inc-bardstown-ky-149749.md)) | 149749 | Bardstown, KY | State-registered investment adviser | Not reported | 17 | % of assets, Hourly, Other | ## Questions people ask **How many financial advisory firms are there in Louisville, KY?** 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. **How many fee-only financial advisors are in Louisville, KY?** 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. **How many financial advisors in Louisville, KY offer financial planning?** 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. **Are the financial advisors in Louisville, KY fiduciaries?** 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. **How do I check whether a financial advisor has disciplinary disclosures?** 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. **Does AdvisorCensus rate, verify, or recommend these firms?** 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. **What does regulatory assets under management mean?** 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. ## Related pages - [Financial advisors in Kentucky](https://advisorcensus.com/advisors/ky) (https://advisorcensus.com/advisors/ky.md) - [Financial advisors in Louisville, KY](https://advisorcensus.com/advisors/ky/louisville) (https://advisorcensus.com/advisors/ky/louisville.md) - [Hourly financial advisors in Kentucky](https://advisorcensus.com/advisors/ky/hourly) (https://advisorcensus.com/advisors/ky/hourly.md) - [Fee-only financial advisors in Louisville, KY](https://advisorcensus.com/advisors/ky/louisville/fee-only) (https://advisorcensus.com/advisors/ky/louisville/fee-only.md) - [Flat-fee financial advisors in Louisville, KY](https://advisorcensus.com/advisors/ky/louisville/flat-fee) (https://advisorcensus.com/advisors/ky/louisville/flat-fee.md) - [Financial advisors for nurses and healthcare workers in Louisville, KY](https://advisorcensus.com/advisors/ky/louisville/nurses-and-healthcare-workers) (https://advisorcensus.com/advisors/ky/louisville/nurses-and-healthcare-workers.md) - [Financial advisors in Lexington](https://advisorcensus.com/advisors/ky/lexington) (https://advisorcensus.com/advisors/ky/lexington.md) - [Financial advisors in Bowling Green](https://advisorcensus.com/advisors/ky/bowling-green) (https://advisorcensus.com/advisors/ky/bowling-green.md) - [Financial advisors in Elizabethtown](https://advisorcensus.com/advisors/ky/elizabethtown) (https://advisorcensus.com/advisors/ky/elizabethtown.md) - [Financial advisors in Owensboro](https://advisorcensus.com/advisors/ky/owensboro) (https://advisorcensus.com/advisors/ky/owensboro.md) - [Financial advisors in Paducah](https://advisorcensus.com/advisors/ky/paducah) (https://advisorcensus.com/advisors/ky/paducah.md) Cite as: AdvisorCensus. Hourly financial advisors in Louisville, KY: 34 firms from Form ADV filings as of October 2026.