Robert Roy is a CFP, ChFC-designated registered investment advisor at Somnio Financial Group, LLC, based in Glastonbury, CT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 103 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Somnio may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Contact
Robert Roy
Location
140 Glastonbury Blvd, Suite 450, Glastonbury, CT, 06033
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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 →Employment History
Current Registrations
Somnio Financial Group, LLC
Previous Registrations
Next Financial Group, INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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
Additional Information
"Nick and I trained at one of the nation’s largest financial firms. We loved the experience but we felt the firm’s focus on driving shareholder value ran contrary to the interests of our clients. Going into practice for ourselves changed everything. We now provide our clients access to an open architecture of products and services, while our top-tier credentials holds our advice to a higher standard of responsibility." Rob earned a B.S. in Economics from Pennsylvania State University. He holds CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations from the CFP Board and The American College, respectively.