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Roi Financial Planning, LLC

● SEC registered since 2026CRD 341025SEC# 801-136651Clarksville, TN
Export (members)
Reg. AUM
—
Employees
10
Accounts
—
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.
www.roi-fg.comView on SEC.gov ↗

Roi Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kyle Philip Roy ControlOwner, President And CeoOver 75%2020
Sonia Ann GoforthChief Compliance OfficerUnder 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

Address1202 Madison Street, Clarksville, TN 37040
Phone931-919-0947
Fax931-919-2478
Office hours8:00 a.m. To 4:00 p.m. Cst
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo