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 | INNOVATIVE ADVISORY PARTNERS, LLC 4700 Hixson Pike, Hixson, TN, 37343-4806 | $170,000,000 | 834 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THIRD PARTY FEES) |
2 | BELLWETHER INVESTMENT GROUP, LLC 5502 Hixson Pike, Suite G Hixson, TN, 37343 | $118,755,211 | 675 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 156135
Assets Under Management $170,000,000
No. Of Clients834
Clients Per Financial Advisor104
INNOVATIVE ADVISORY PARTNERS, LLC is a financial advisory firm situated in Hixson, Tennessee. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 834 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148114
Assets Under Management $118,755,211
No. Of Clients675
Clients Per Financial Advisor135
BELLWETHER INVESTMENT GROUP, LLC is a financial advisory firm situated in Hixson, Tennessee. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 675 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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