R.L.K. Advisory Group

R.L.K. Advisory Group

R.L.K. Advisory Group is an independent, SEC-registered investment adviser in Port Orange, Florida (CRD 174632), founded by Robbie L. Kennerson in April 2001. More than two decades on, the firm operates under the tagline "Investing In Relationships, too" — a relationship-driven practice built on multi-generational client ties rather than scale. Kennerson, who serves as Chief Investment Officer and has spent more than 40 years in the Halifax area of Florida, focuses the practice on pre-retirees and retirees who want to protect principal and make their money last. He develops strategies for clients with portfolios above $1 million, aiming to enhance after-tax income, and has delivered retirement-planning presentations attended by retirees of many Fortune 500 companies. The firm manages individualized portfolios on a discretionary and non-discretionary basis, combining technical and fundamental analysis across stocks, mutual funds, and ETFs with continuous performance monitoring. Its planning work spans retirement accounts including IRAs, Roth, SEP, 401(k), and 403(b), estate strategy across wills, trusts, charitable gifting, and powers of attorney, plus insurance, risk management, and 529 education funding. For employer retirement plans, R.L.K. acts as an ERISA fiduciary, advising on fund selection, investment options, and participant education. Clients range from entrepreneurs and business owners in peak earning years to first-time investors and families navigating major life transitions. Portfolio management is billed as a percentage of assets under management, financial planning hourly, and retirement-plan advisory quarterly. The firm reports no disciplinary disclosures on its SEC record. Beyond the practice, Kennerson has served on the Florida Bar Seventh Circuit Grievance Committee, chaired finance for the Halifax Humane Society Foundation, and led the Daytona Beach Quarterback Club in funding student-athlete scholarships.