RH
CFP
RH
CFP

Robert Hammond

5 Years of Experience
Lexington, KY

Robert Hammond is a CFP-designated registered investment advisor at Moneywatch Advisors, INC., based in Lexington, KY, with 5 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, Investment Management, Retirement Planning. Their firm serves 379 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
379 clients
Average Client Portfolio
$769K average
Assets Under Management
$291.3M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. Clients may be paying a fee much greater than 0.25% in the case of smaller accounts being charged a flat fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

121 Walton Avenue, Lexington, KY, 40508

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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 Activities

Robert works as a horse racing consultant, advising on racing and farm operations. This takes a few hours per week.

Employment History
Current Registrations
Moneywatch Advisors, INC.
June 2020 - Present · 5 yrs 11 mos
State Registrations1 state
KY
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.