KY · Paintsville

Fiduciary advisors in Paintsville, KY

1 advisor with offices in Paintsville. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Paintsville

AppaFinancial - Chase Caudill, CFP®️

Paintsville, Kentucky

AppaFinancial, led by CFP® Chase Caudill, offers investment management, retirement planning, asset protection, and insurance planning services from Paintsville, Kentucky. Caudill customizes strategies using mutual funds, ETFs, individual stocks, fixed income, and annuities, serving individuals, families, business owners, and pre- and post-retirees. With credentials including Series 7 and 66 licenses and CFP® certification since 2013, he emphasizes transparent fee disclosure and personalized financial problem-solving based on individual circumstances and goals.

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Financial advisors in Paintsville, Kentucky

Advisors serving Paintsville specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kentucky's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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