Robert Walczak
Robert Walczak is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Franklin, TN, with 18 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 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
840 Crescent Centre Dr Suite 600, Franklin, TN, 37067
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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 sells fixed insurance under the business name Granite State Wealth Management and is an IAR of RIA Granite State Wealth Management, LLC, providing financial planning and consulting services. He is also a co-owner and member of Granite State Wealth Management, LLC, and owns Teddy Realty, LLC, which owns the branch office.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Granite State Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
John Hancock Funds, LLCBroker
Jackson National Life Distributors LLCBroker
State Registrations12 states
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