Robert Burnette is a registered investment advisor at Simplicity Wealth, based in Dublin, OH, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
655 Metro Place South, Suite 600, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the CEO and an insurance agent at Outlook Financial Center, LLC, where he sells life, disability, and long-term care insurance products; this takes nearly full-time. He is also the President and a tax preparer at Assurance Tax and Business Services, spending minimal time on this activity.
Employment History
Current Registrations
Simplicity Wealth
Wellness Investment Advisers LLC
Previous Registrations
Sws Advisors, INC.
Ameritas Investment CORP
Wellness Financial Advisers, LLC
Amvest Securities, Incorporated
American General Securities Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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