Robert Gavlak is a CFP-designated registered investment advisor at Balance Wealth, based in Worthington, OH, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 553 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Standard asset-based fees generally range from 0.40% to 1.20% annually. Fees are negotiable.
Fee Estimator
Location
5701 North High Street, Suite 100, Worthington, OH, 43085
Get directionsHistory
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 is a licensed insurance agent since 2009 and a sole member of Balance Insurance Solutions, LLC. He spends a few hours per week creating insurance strategies for clients.
Employment History
Current Registrations
Balance Wealth
Previous Registrations
Wealthsource®
Surepath Wealth Management
Strategic Wealth Partners, LTD.
State Registrations2 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.
Exams
More Advisors
- Shaun Carney, CFPBalance Wealth
- Christopher Marmion, CFP, ChFCKestra Private Wealth Services, LLC
- Derek Voytovich, CFPEdward Jones
- Gregory Revak, CFPCreative Planning
- Matthew Hofacre, CFPPay It Forward Financial Planning, LLC
- Randolph Martin, CFPRossby Financial, LLC