Be advised. This firm is no longer registered.

Retirement Tax Advisory Group

Retirement Tax Advisory Group (CRD# 145285) is a financial advisory firm headquartered in Lexington, KY. They manage $27,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $67,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Retirement Tax Advisory Group
No Advisor Found.
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