YOUR BEST MOVE INC
Firm details
- Headquarters
- BARDSTOWN, Kentucky
- CRD number
- 149749
- Website
- www.allaboutfers.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Your Best Move Inc operates as a corporate-structured advisory firm that provides financial planning and the selection of other advisers for its clients. The firm describes itself as a capital allocator and uses a mix of fee models — percentage of assets under management, hourly charges and other fee arrangements — which suggests it serves both ongoing advisory relationships and project-based planning engagements. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Given the stated service line of selecting other advisers, the firm appears oriented toward creating client solutions by assembling external managers or specialists rather than running a large in-house investment platform. That positioning fits advisory work focused on planning and manager selection rather than concentrated portfolio trading or internal asset management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LELAND LANWAY
Owner, Vice PresidentCRD 2273090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BARDSTOWN, KY
NELSON
Location
BARDSTOWN, KY
Headquartered in BARDSTOWN, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- NELSON
- Address
- 798 Portland Ave
- Time zone
- CT (UTC-6)
- Office locations
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