Robert Leonhard
Robert Leonhard is a registered investment advisor at Vital Signs Financial Services LLC, based in Columbus, OH, with 13 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
VSFS offers investment management services, but it's not their primary focus. Fees for investment management are based on an hourly rate of $125 per hour.
Location
Columbus, OH
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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.
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Robert is an owner/sole proprietor of Robert Leonhard Consulting and Planning, providing organizational consulting to public sector safety organizations since 1992. The hours Robert dedicates to this activity vary depending on the project.
Employment History
Current Registrations
Vital Signs Financial Services LLC
Previous Registrations
Vital Signs Financial Planning LLC
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.