Y
Your Best Move Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Your Best Move, Inc. is a fee-based registered investment adviser that provides financial planning, retirement and investment planning, consulting, and outsourced assets-under-management through third‑party managers. The firm serves planning and AUM clients and identifies a niche client base that includes current, former, and retired federal employees and their family members, with additional services aimed at career and employer‑benefit assessment.
The firm’s investment approach emphasizes passive, total‑market oriented strategies, investor behavior education, and clear decision‑making guardrails to help clients tolerate market volatility. It acts as a co‑advisor/solicitor to preferred third‑party managers (including a stated relationship with Efficient Advisors, which uses Vanguard funds) and does not accept custody or discretionary trading authority for client accounts.
Compared with many peers, the firm combines hourly planning engagements with asset‑based management rather than relying solely on AUM fees, and it formally uses and selects other advisers/third‑party managers to implement client portfolios. The practice also highlights an uncommon planning niche — analyzing the financial value of careers and employer benefits — and maintains a defined technology stack (Income Lab, Portfolio Lab, DataPoints, etc.) to support planning and portfolio analysis.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Wealth management
Occupation focus
Retired
Founder/Business Owner
Doctor or Medical Professional
Attorney
Demographic focus
Mid-Career Professionals
Approaching retirement
Established Professionals
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.50% $1,000,000+: 0.25%
$250 per hour for financial planning services
Account minimum: $25,000
Main office location
Your Best Move Inc
798 Portland Ave
Bardstown KY 40004, United States
Number of offices
1
Most active in
Your Best Move Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Kentucky · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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