Robert Russo
Robert Russo is a CFP, PFS-designated registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 281 clients with $100M 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 | 1.75% |
Fees are assessed up to 1.75% annually on the daily average net assets, billed monthly in arrears. Fees are negotiable and subject to discounting.
Fee Estimator
Location
1150 Raritan Rd., Suite 201, Cranford, NJ, 07016
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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 involved in several business activities, including a public accounting firm (The Koenig Group LLC), a benefit admin platform (HR Ease LLC), an RIA and insurance agency (RMR Wealth Builders, Inc.), a non-profit foundation (From Tessa With Love Foundation, Inc), a non-profit group (September 11th National Memorial Trail Alliance), and a registered investment advisor (TKG Wealth Advisers, LLC). He spends a significant amount of time on these activities, including full-time hours at The Koenig Group LLC.
Employment History
Current Registrations
Tkg Wealth Advisers LLC
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
H.D. Vest Investment Securities, INC.Broker
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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