Roi Financial Planning, LLC
● SEC registered since 2026CRD 341025SEC# 801-136651Clarksville, TN
Reg. AUM
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Employees
10
Accounts
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Location
Clarksville, TN
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 employs 10 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 many employees does Roi Financial Planning, LLC have?
Roi Financial Planning, LLC reports 10 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
EmployeesTop 40%
More than 60% of 16,825 advisers