RN
ChFC
RN
ChFC

Robert Nienaber

31 Years of Experience
Sacramento, CA
Broker

Robert Nienaber is a ChFC-designated registered investment advisor at Tlg Advisors, INC., based in Sacramento, CA, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 5,161 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
5,161 clients
Average Client Portfolio
$445K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1M+1.00%

Standard advisory fees generally run 0.80% to 1.75% per year for assets up to $1M, and up to 1.00% for assets over $1M. Starlight Portfolios charges total fees ranging from 0.65% to 1.25%. Fees may be negotiable and can be aggregated by household for discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Capitol Mall, Suite 210, Sacramento, CA, 95814

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Tlg Advisors, INC.
August 2025 - Present · 1 yr 2 mos
The Leaders Group, INC.
October 2024 - Present · 2 yrs
The Leaders Group, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Lion Street Financial, LLCBroker
August 2019 - October 2024 · 5 yrs 2 mos
Lion Street Advisors, LLC
August 2019 - October 2024 · 5 yrs 2 mos
Kestra Advisory Services, LLC
April 2016 - August 2019 · 3 yrs 4 mos
NFP Advisor Services, LLC
September 2014 - September 2016 · 2 yrs
Kestra Investment Services, LLCBroker
January 2012 - August 2019 · 7 yrs 7 mos
Bg Worldwide Securities, INC.Broker
December 2011 - January 2012 · 1 mo
Guardian Investor Services LLCBroker
May 2009 - November 2011 · 2 yrs 6 mos
Phoenix Equity Planning CorporationBroker
February 2009 - April 2009 · 2 mos
Phoenix Equity Planning CorporationBroker
February 2006 - February 2009 · 3 yrs
Princor Financial Services CorporationBroker
August 2001 - March 2006 · 4 yrs 7 mos
Syndicated Capital, INC.Broker
November 2000 - July 2001 · 8 mos
Park Avenue Securities LLCBroker
July 1999 - December 2000 · 1 yr 5 mos
MML Investors Services, INC.Broker
September 1998 - July 1999 · 10 mos
Metlife Securities INC.Broker
October 1994 - June 1998 · 3 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
October 1994 - June 1998 · 3 yrs 8 mos
State Registrations12 states
CAIDKSMIMONDNVNYOHORSDTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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