Pivot Point Wealth Planning
Pivot Point Wealth Planning (CRD# 287623) is a financial advisory firm headquartered in Brandenburg, KY. They manage $20,173,266 in 213 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management20MILLION
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Total Number of Accounts213ACCOUNTS
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Average Account Value$94,710
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, KY
Financial Advisors at Pivot Point Wealth Planning
1
Ryan Stith (CRD# 5532764) is an Investment Advisor Representative working at Pivot Point Wealth Planning in Brandenburg, KY and has over 16 years of experience in the finance industry.
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