Top financial advisors in Bowling Green, KY
We’ve curated a list of the best financial advisors in Bowling Green, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$439,186,000
Number of advisors
8 advisors
| $439,186,000 | 8 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 Bowling Green, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bowling Green. 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.
Landmark Financial Advisors, LLC
Landmark Financial Advisors, LLC, based in Bowling Green, KY, is a registered investment adviser specializing in financial planning, consulting, and investment management services for individuals, pension and profit sharing plans, trusts, charitable organizations, corporations, and business entities. Established in 2001, the firm is owned by LFA Partners, Inc., with Brent Mason as President and Bill Borders as Treasurer and Secretary. Landmark offers personalized wealth management services, including discretionary portfolio management tailored to clients' investment objectives and risk tolerance. The firm may customize investment portfolios or use predefined strategies, monitoring and rebalancing as needed. Financial planning and consulting services are also provided at no additional cost, covering tax-related matters and non-investment issues. Landmark requires discretionary authority to manage accounts for wealth management services. The firm also offers discretionary and non-discretionary portfolio management services without comprehensive financial planning. Accounts are primarily held at Schwab Institutional, with services including investment advice and portfolio strategy recommendations. Landmark Financial Advisors charges asset-based fees for wealth management services and hourly fees for advisory consulting services. The firm does not accept performance-based fees or participate in side-by-side management. Landmark Financial Advisors acts as a fiduciary, putting clients' interests first. Clients may grant the firm discretion over securities selection and transactions. The firm does not vote proxies on behalf of clients and does not have custody of client assets. Landmark Financial Advisors reviews client accounts quarterly and provides detailed financial information and privacy policies. The firm does not participate in class action lawsuits and has policies in place for trade errors and IRA rollover considerations.
$439,186,000 under management
8 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 Bowling Green, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bowling Green. 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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