ROI FINANCIAL PLANNING
Firm details
- Headquarters
- CLARKSVILLE, Tennessee
- CRD number
- 341025
- Registered since
- June 9, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
ROI Financial Planning is a recently established limited liability company that registers as an SEC adviser in 2026. The firm is owned by an individual and is classified in the dataset as unclassified. It is not identified as a capital allocator, does not present itself as an active ESG investor, and is not registered as a multistate adviser in the available records. Services are focused on advisory work and financial planning. The firm lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting among its activities. Its stated fee model combines percentage-of-AUM billing with fixed fees.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1SONIA GOFORTH
Chief Compliance OfficerCRD 2544170
Contacts
1 of 1KYLE ROY
Financial Advisor and Registered RepresentativeCRD 4898839
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLARKSVILLE, TN
MONTGOMERY
Location
CLARKSVILLE, TN
Headquartered in CLARKSVILLE, TN, in the South of the United States.
- Region
- South
- County
- MONTGOMERY
- Address
- 1202 Madison St
- Time zone
- CT (UTC-6)
- Office locations
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