Top financial advisors in Port Orange, FL
We’ve curated a list of the best financial advisors in Port Orange, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$137,611,477
Number of advisors
4 advisors
| $137,611,477 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Port Orange, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Port Orange. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
R.l.k. Advisory Group
R.L.K. Advisory Group, established in April 2001, is a registered investment adviser based in Port Orange, FL. The firm is primarily owned by Robbie L. Kennerson and offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant discretionary authority to manage their accounts, allowing the firm to formulate investment strategies and execute transactions without prior approval. Non-discretionary portfolio management services are also available, where clients must approve transactions before execution. The firm provides financial planning services, including comprehensive financial analysis and goal setting. Retirement plan advisory services are offered to employee benefit plans, focusing on fund selection, investment options, and educational services. R.L.K. Advisory Group acts as a fiduciary under ERISA, ensuring services are in clients' best interests. Fees for portfolio management services are based on a percentage of assets under management, with fees billed quarterly in advance. Financial planning services are charged hourly, with fees negotiable based on complexity. Retirement plan advisory services are billed quarterly in arrears. The firm follows a Code of Ethics, ensuring professional conduct and fair dealing with clients. Investment strategies include charting analysis, technical analysis, fundamental analysis, long-term and short-term purchases, margin transactions, and trading. Clients are responsible for voting on securities, and the firm does not vote proxies on their behalf. R.L.K. Advisory Group does not have any disciplinary information to disclose and does not participate in performance-based fees or side-by-side management. The firm offers services to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. Clients are encouraged to consult with a tax professional regarding investments.
$137,611,477 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Port Orange, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Port Orange. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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