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RF
CFP · ChFC
RF
CFP · ChFC

Robert Fleming Feather

Wealth Dimensions Family Office, INC
13 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Wealth Dimensions Family Office, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
15 clients
Average Client Portfolio
$38.9M average
Assets Under Management
$583.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Robert is licensed to sell insurance in Ohio and Kentucky. He offers insurance products to clients as a convenience.

Employment History
Current Registrations
Wealth Dimensions Family Office, INC
September 2022 - Present · 3 yrs 5 mos
Wealth Dimensions Group, LTD.
February 2022 - Present · 4 yrs
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2021 · 3 yrs
Strategic Advisers LLC
October 2013 - July 2018 · 4 yrs 9 mos
Fidelity Brokerage Services LLCBroker
October 2013 - July 2021 · 7 yrs 9 mos
Touchstone Securities, INC.Broker
November 2011 - September 2013 · 1 yr 10 mos
PNC InvestmentsBroker
July 2011 - November 2011 · 4 mos
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.