Robert Elliot is a CFP, ChFC-designated registered investment advisor at Finlayson Financial Planning, INC., based in Buffalo, WY, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 65 clients with $11M 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 | 0.75% |
Fees may be negotiable. Client fees will not exceed $999 per quarter, regardless of assets under management.
Fee Estimator
Location
60 E. Hart St., Suite B, Buffalo, WY, 82834
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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 Activities
Robert was a director for St. John's The Baptist Catholic Church Foundation since 1995, dedicating minimal time. He is no longer involved with this foundation.
Employment History
Current Registrations
Finlayson Financial Planning, INC.
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.