Robert Neff is a registered investment advisor at W&s Advisory Services, LLC, based in Findlay, OH, with 10 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
Location
Riverview Building, 1000 East Main Crross, Suite 103, Findlay, OH, 45840
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a full-time agent at Western Southern Life and a full-time financial planner at W&S Advisory Services, LLC. He also owns RNBBQ LLC, which operates a YouTube channel called @BACKYARDBBQ, dedicating minimal time to creating video content and generating passive income.
Employment History
Current Registrations
W&s Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations6 states
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