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Find Retirement Advisors for Retirement Planning in Prospect, Kentucky
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.
Finding the Best Retirement Planners in Prospect, Kentucky
Last Updated - April 16, 2024Prospect has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Prospect, Kentucky have an average of 15 years of experience.
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List of Qualified Retirement Planning Advisors in Prospect, Kentucky
VERIFIEDBrent T. Boden
CFP®, EMBA, APMA®, ChFC®
Savvy Wealth
Qualifications
CRD# 5401670
Firm CRD# 318493
Series 6, 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 3 Retirement Planning firms in Prospect, Kentucky (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | THE GLEASON GROUP, INC. 9418 Norton Commons Boulevard, Suite 100 Prospect, KY, 40059 | $615,814,747 | 875 | 9 | A Percentage of AUM |
| 2 | BLVD PRIVATE WEALTH, LLC 10515 Meeting Street, Suite 101 Prospect, KY, 40059 | $152,067,113 | 307 | 4 | A Percentage of AUM, Fixed Fees |
| 3 | OFF CAMBER CREATIVE LLC 6324 Meeting Street, Suite 460 Prospect, KY, 40059 | $0 | 0 | 1 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Prospect, Kentucky
QualificationsFirm CRD# 175104
Assets Under Management $615,814,747
No. Of Clients875
Clients Per Financial Advisor97
THE GLEASON GROUP, INC. is a financial advisory firm situated in Prospect, Kentucky. With a nearly $616M assets under management, the firm specializes in crafting personalized retirement planning solutions for 875 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 310682
Assets Under Management $152,067,113
No. Of Clients307
Clients Per Financial Advisor77
BLVD PRIVATE WEALTH, LLC is a financial advisory firm situated in Prospect, Kentucky. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 307 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 324621
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
OFF CAMBER CREATIVE LLC is a financial advisory firm situated in Prospect, Kentucky. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
Retirement Planners Near You
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