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ROI Financial Planning, LLC

EST. AUM
$407,941,555

CONTACTS

CLIENT ACCOUNTS
1,455

Firm Details

Metro area Nashville
CRD Number 341025
Website roi-fg.com
Client types

Overview

ROI Financial Planning, LLC is an SEC-registered investment advisory firm organized under the laws of the State of Kentucky and headquartered in Clarksville, Tennessee. The firm provides discretionary and non-discretionary wealth management, asset allocation, and advisory services to retail investors, high-net-worth individuals, families, and institutional entities. It operates primarily through a specialized wrap fee program designed to provide integrated portfolio management and trade execution.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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