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RF
CFP · ChFC
RF
CFP · ChFC

Robert Feather

Wealth Dimensions Family Office, INC
14 Years of Experience
Cincinnati, OH
Sells Insurance
View SEC Summary
View SEC Summary

Robert Feather is a CFP, ChFC-designated registered investment advisor at Wealth Dimensions Family Office, INC, based in Cincinnati, 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 16 clients with $630M in assets under management.

Wealth Dimensions Family Office, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
16 clients
Average Client Portfolio
$39.1M average
Assets Under Management
$625.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.50% to 1.00% of the total net worth or managed portfolio value and are individually negotiated at the start of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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 · 4 yrs 1 mo
Wealth Dimensions Group, LTD.
February 2022 - Present · 4 yrs 8 mos
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 Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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