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Find Retirement Advisors for Retirement Planning in Bowling Green, Kentucky

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Top 2 Retirement Planning firms in Bowling Green, Kentucky (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
LANDMARK FINANCIAL ADVISORS, LLC
1131 Fairview Avenue, Suite 203
Bowling Green, KY, 42103
$503,689,00014528
A Percentage of AUM, Hourly charges
2
TONY WALKER FINANCIAL
2451 Industrial Drive,
Bowling Green, KY, 42101
$189,775,440221712
A Percentage of AUM

Information on Top Retirement Planning firms in Bowling Green, Kentucky

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.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
View Full Profile

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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Individuals
View Full Profile

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