Your Best Move Inc

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
Bardstown, Kentucky
CRD number
149749
Fee structure
Percentage of AUM, Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Your Best Move Inc. is organized as a domestic corporation that presents itself as a capital allocator and adviser focused on financial planning and the selection of third‑party advisers. The firm’s registry details list no SEC registration year and classify it as “Unclassified.” Its stated fee arrangements include percentage of assets under management, hourly charges, and other fee types, which suggests flexibility in billing models. FINTRX flags the firm as not active on ESG investing, not a multi‑state adviser, not a pension consultant, and not a related adviser to another entity.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Leland Lanway

    Leland Lanway

    Owner, Vice PresidentCRD 2273090

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth