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 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 registration checks. 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.
Elizabethtown has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Elizabethtown, Kentucky have an average of 25 years of experience.
Reliant Wealth Planning
CFP®, CRPS®, MSFS, RICP®, AEP®
Qualifications
Firm CRD# 286230
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 109 W. Poplar Street, Elizabethtown, KY, 42701 | $272,897,161 | 951 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2905 Ring Road, Elizabethtown, KY, 42701 | $101,397,143 | 621 | 17 | A percentage of AUM |
QualificationsFirm CRD# 289436
Assets Under Management $272,897,161
No. Of Clients951
Clients Per Financial Advisor136
OWEN LARUE FINANCIAL GROUP is a financial advisory firm situated in Elizabethtown, Kentucky. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 951 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 331339
Assets Under Management $101,397,143
No. Of Clients621
Clients Per Financial Advisor37
LFG WEALTH PARTNERS, LLC is a financial advisory firm situated in Elizabethtown, Kentucky. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 621 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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