INVESTMENTS & FINANCIAL PLANNING, LLC

1795 Alysheba Way
Suite 7104
Lexington, Kentucky 40509
Tel: 859-543-8188

About INVESTMENTS & FINANCIAL PLANNING, LLC

INVESTMENTS & FINANCIAL PLANNING, LLC, formally registered with the SEC as INVESTMENTS & FINANCIAL PLANNING, LLC. The firm was established in 07/14/2020. They have over 2 offices throughout the country.

INVESTMENTS & FINANCIAL PLANNING, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $278,443,881 assets under management, offering retirement planning & investment advisory services to 1714 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164333
SEC#	801-119021
Assets Managed by Firm	$278,443,881
No. of Clients	1714
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1714	$278,443,881
Individuals (other than high net worth individuals)	688	$212,800,400
High net worth individuals	46	$64,778,003
Charitable organizations	1	$865,478

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