Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LANDMARK FINANCIAL ADVISORS, LLC 1131 Fairview Avenue, Suite 203 Bowling Green, KY, 42103 | $503,689,000 | 1452 | 8 | A Percentage of AUM, Hourly charges |
2 | TONY WALKER FINANCIAL 2451 Industrial Drive, Bowling Green, KY, 42101 | $189,775,440 | 2217 | 12 | A Percentage of AUM |
QualificationsFirm CRD# 129435
Assets Under Management $503,689,000
No. Of Clients1452
Clients Per Financial Advisor182
LANDMARK FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Bowling Green, Kentucky. With a nearly $504M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1452 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145457
Assets Under Management $189,775,440
No. Of Clients2217
Clients Per Financial Advisor185
TONY WALKER FINANCIAL is a financial advisory firm situated in Bowling Green, Kentucky. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2217 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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