Robert Ford is a registered investment advisor at Personal Financial Planning INC., based in Roanoke, VA, with 16 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, Insurance Planning, and 3 more. Their firm serves 56 clients with $18M 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 | 1.45% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3536 Brambleton Ave, Suite 8A, Roanoke, VA, 24018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Personal Financial Planning INC.
State Registrations1 state
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