Bryce
Lanham
Retirement Planning Solutions, LLC
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About this Advisor
Bryce Lanham is a financial advisor based in Louisville, Kentucky with a total of 1 year of relevant experience. Lanham works at Retirement Planning Solutions, LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, National Planning Corporation, Fifth Third Securities, Cetera Advisor Networks, LLC, Legacy Wealth Strategies Limited Liability Company, Legacy Advisory Services, LLC, Bryce H. Lanham, Sole Proprietor, Strategic Advisers, Inc, Silver Oak Securities, Inc, Retirement Planning Solutions, LLC and Elite Benefits. Lanham has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kentucky. Retirement Planning Solutions, LLC is a firm operating out of Louisville, KY. It has offices in two locations and a total of nine employees. It administers $195 million in total assets among its 1,230 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,230 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. Retirement Planning Solutions, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Retirement Planning Solutions, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Retirement Planning Solutions, LLC Brokerage Details
$194,822,330
9
1,230
$158,392
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Bryce Lanham Work History
Bryce has been registered as a financial advisor for 1 years.*
Retirement Planning Solutions, LLC
Silver Oak Securities, Inc
Legacy Wealth Strategies Limited Liability Company
Elite Benefits
Bryce H. Lanham, Sole Proprietor
Legacy Advisory Services, LLC
Cetera Advisor Networks, LLC
Fifth Third Securities
Fidelity Brokerage Services LLC
National Planning Corporation
Strategic Advisers, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryce Lanham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Retirement Planning Solutions, LLC
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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