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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN, KY

Financial Advisors at Pivot Point Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Ryan M. Stith
CRD#: 5532764
512 Hillcrest Drive, Suite D, Brandenburg, KY 40108

Ryan Stith (CRD# 5532764) is an Investment Advisor Representative working at Pivot Point Wealth Planning in Brandenburg, KY and has over 15 years of experience in the finance industry.

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