About ROTH FINANCIAL PLANNING LLC
ROTH FINANCIAL PLANNING LLC is a leading financial planning firm that specializes in helping clients meet their financial goals. With a team of experienced and knowledgeable advisors, ROTH FINANCIAL PLANNING LLC provides expert financial advice and services to a wide range of clients.
How does the advisor help clients – Key Takeaways:
- Develops personalized financial plans based on individual client goals and needs
- Offers a wide range of financial services to suit various investment strategies
- Provides ongoing support and guidance to clients as they work towards their financial objectives
- Utilizes cutting-edge technology and tools to ensure efficient and effective financial planning
Facts and Insights
Here are some key facts and insights about ROTH FINANCIAL PLANNING LLC:
- ROTH FINANCIAL PLANNING LLC has been in business for over 15 years.
- They have a team of over 20 experienced financial advisors.
- Their assets under management total over $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | Over 15 years |
Financial Services Offered
ROTH FINANCIAL PLANNING LLC offers a comprehensive list of financial services to meet the diverse needs and goals of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance and risk management
Client Types
ROTH FINANCIAL PLANNING LLC serves a wide range of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
Fees & Compensation
ROTH FINANCIAL PLANNING LLC believes in transparent and fair compensation for their services. They offer a fee-only structure, which means they are not paid through commissions or sales of financial products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
ROTH FINANCIAL PLANNING LLC was founded by John Roth, a certified financial planner with over 20 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and reputable name in the financial planning world.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROTH FINANCIAL PLANNING LLC is required to make certain financial disclosures to their clients. These may include any conflicts of interest, fees, and potential risks associated with their services. Clients can find these disclosures in their official registration documents and in the firm’s Form ADV.