Robert Olson
Robert Olson is a registered investment advisor at Tlg Advisors, INC., based in Scottsdale, AZ, with 27 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, Investment Management, Retirement Planning. Their firm serves 6,138 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TLG Advisors is compensated for services based on the value of your portfolio. Advisory fees generally range from 0.80% to 1.75% per year. There may be additional transaction, custody, money manager, or platform fees charged by outside managers and custodians. Fees may be negotiable, and accounts may be aggregated by household to discount fees.
Fees for Starlight Portfolios range from 0.55% to 1.15% to TLG Advisors, plus 0.10% to Advisor Engine, the technology platform provider.
Location
Scottsdale, AZ
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2010Customer Dispute
February 2004Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Robert is a partner at Kestra Advisory Services LLC and Wealthpoint LLC, helping clients with financial situations and business/family goals, respectively. He also owns Pivotal Financial & Insurance PLLC, where he sells insurance and consults on business solutions; these activities take up nearly all of Robert's time.
Employment History
Current Registrations
Tlg Advisors, INC.
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Nylife Securities INC.Broker
Transamerica Financial Resources, INC.Broker
State Registrations18 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.