# ROI FINANCIAL PLANNING, LLC

ROI FINANCIAL PLANNING, LLC of CLARKSVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 341025
- Type: SEC-registered investment adviser
- SEC file number: 801-136651
- Location: 1202 MADISON STREET, CLARKSVILLE, TN, 37040
- Phone: 931-919-0947
- Latest filing: 2026-06-29
- Clients: 10

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [Sonia Ann Goforth](https://search.stillhousedata.com/person/662770) | CHIEF COMPLIANCE OFFICER | — |
| [Kyle Philip Roy](https://search.stillhousedata.com/person/1623192) | OWNER, PRESIDENT AND CEO | — |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| HENDERSONVILLE | TN | 3 | 615-251-8121 |
| EVANSVILLE | IN | 2 | 812-477-0144 |
| — | — | 1 | 5175257896 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/341025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/341025/similar
- Related entities: https://search.stillhousedata.com/firm/341025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/341025

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.