Roi Financial Planning, LLC
● SEC registered since 2026CRD 341025SEC# 801-136651Clarksville, TN
Reg. AUM
$407.9M
Employees
11
Accounts
1,455
Location
Clarksville, TN
About Roi Financial Planning
ROI Financial Planning offers investment advice through affiliated registered advisory relationships. It provides planning-oriented guidance coordinated with related financial group brands.
Summary based on the firm’s website.
Roi Financial Planning, LLC assets under management
Roi Financial Planning, LLC is an investment advisory firm registered with the SEC based in Clarksville, TN. The firm has been registered since 2026. It reports $407.9 million in regulatory assets under management and employs 11 people.
Roi Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kyle Philip Roy Control | Owner, President And Ceo | Over 75% | 2020 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Roi Financial Planning, LLC manage?
Roi Financial Planning, LLC reports $407.9 million in regulatory assets under management on its Form ADV.
How many employees does Roi Financial Planning, LLC have?
Roi Financial Planning, LLC reports 11 employees.
Where is Roi Financial Planning, LLC located?
Roi Financial Planning, LLC is based in Clarksville, TN and has been SEC-registered since 2026.
Does Roi Financial Planning, LLC disclose fund performance?
Roi Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1202 Madison Street, Clarksville, TN 37040 |
| Phone | 931-919-0947 |
| Fax | 931-919-2478 |
| Office hours | 8:00 a.m. To 4:00 p.m. Cst |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,389 advisers
EmployeesTop 38%
More than 62% of 16,799 advisers
Assets under management
$407.9Mregulatory AUM
Discretionary $407.9M