Landmark Financial Advisors, LLC

Retirement Planning Firm in Bowling Green, KY

Firm Info
Address: 1131 Fairview Ave Suite 203, Bowling Green, KY 42103, USA
Phone: (270) 782-9222

Firm Size
Assets Under Management: $481.3 million
# of Advisors: 4
# of Clients: 1,325
Client to Advisor Ratio: 331:1
Average Account Size: $363,254
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Other

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Landmark Financial Advisors, LLC Overview

Landmark Financial Advisors, LLC is a fee-only financial advisory firm based in Bowling Green, Kentucky. The firm has been in the financial advisory business since 2004 and is exclusively focused on providing investment advice to its clients. As a registered investment advisory firm, Landmark Financial Advisors, LLC follows strict regulations and codes of ethics to ensure the highest level of professionalism and transparency in its dealings with clients. Landmark Financial Advisors, LLC offers a range of financial advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its financial planning services focus on creating a comprehensive financial plan tailored to each client's specific needs and goals, and its portfolio management services center around active management and asset allocation to help clients achieve their investment objectives. The firm's pension consulting services help clients navigate the complexities of designing and managing retirement plans. Landmark Financial Advisors, LLC is committed to providing its clients with personalized, unbiased advice and is dedicated to building long-term relationships based on trust, transparency, and a deep understanding of each client's unique financial situation.

Landmark Financial Advisors, LLC is a full-service financial planning and investment management firm that caters to a range of clients. The firm serves individuals who are seeking comprehensive financial advice and planning to secure their future. In addition, the firm caters to high net worth individuals who require sophisticated financial management services that align with their unique goals and risk profiles. Landmark Financial Advisors also offers its services to pension or profit sharing plans, charitable organizations, and other types of clients that require reliable financial guidance. With its wealth of expertise and extensive resources, Landmark Financial Advisors strives to help each client achieve their financial objectives, regardless of their background or needs. Landmark Financial Advisors, LLC offers various fee structures depending on the service provided. The firm charges clients based on a percentage of assets under management (AUM) for its investment management services. This type of fee structure is designed to align the firm's interests with the clients, as it ensures that the firm only benefits when the client's portfolio grows. Landmark Financial Advisors also offers hourly-based fees, which are charged for financial planning and consultation services. This type of billing structure is ideal for clients who require personalized financial advice on specific topics, such as retirement planning or tax optimization. Additionally, Landmark Financial Advisors may offer other types of fees depending on the nature of the services provided. Regardless of the fee structure, the firm is committed to offering transparent pricing and ensuring that clients receive the best value for their money.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum required by LANDMARK FINANCIAL ADVISORS, LLC to open or convert an account in their program is $5,000. This information is stated clearly in their Part 2 Brochure note about investment minimum. Additionally, clients must have a minimum account balance of $50,000 to enroll in the tax-loss harvesting feature.

How This Office Can Help Bowling Green, KY Residents

Landmark Financial Advisors, LLC is a team of highly skilled advisors that assists clients in Bowling Green, KY with all aspects of their financial lives. They understand that each client is unique and they take a personalized approach to help individuals and families achieve their financial goals. Living in Bowling Green, KY, one of the largest financial challenges individuals might face is planning for retirement. Landmark Financial Advisors, LLC specializes in retirement planning, offering personalized strategies to help clients save for retirement and make the most of their post-retirement incomes. Another common challenge that many people face is managing their debt. Landmark Financial Advisors, LLC offers debt management services that help clients create a plan to tackle their debt and achieve financial freedom. They also provide investment advice, insurance planning, and tax planning services to help their clients optimize their financial health.

To view the Minimum Investment and Fee Schedule for Landmark Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Landmark Financial Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Landmark Financial Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Other
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1131 Fairview Ave Suite 203, Bowling Green, KY 42103, USA
Phone (270) 782-9222
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Landmark Financial Advisors, LLC is registered to service clients in the following states:

  • California
  • Florida
  • Kentucky
  • Tennessee
  • Texas

Disciplinary History

Landmark Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs