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Robert Feather

Advisor at Wealth Dimensions Group, Ltd.

Updated today

Location

Cincinnati, OH 45249

Credentials

CFP®, ChFC®, Series 63, Series 66

Industry experience

14 years

About

Robert Feather is a CFP® and ChFC® with 14 years of industry experience. He currently serves at Wealth Dimensions Family Office, Inc. and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He holds insurance licenses in Ohio and Kentucky to offer insurance products to clients. Wealth Dimensions Family Office, Inc. provides family office and investment management services to high-net-worth individuals and their related entities, focusing on comprehensive financial planning, estate consultation, philanthropy support, and discretionary portfolio management. The firm emphasizes selecting and monitoring separate account managers and offers a range of administrative and consulting services tailored to its clients.

Client services

Based on Wealth Dimensions Group, Ltd.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Tax and business consulting services

Expertise

Based on Wealth Dimensions Group, Ltd.

Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General tax planning

Occupation focus

Based on Wealth Dimensions Group, Ltd.

Founder/Business Owner Retired

Fee options

Fixed

Fixed fees for full financial plans as provided in written estimate prior to engagement; fixed fees may apply for general consulting projects

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Project-based

$150 to $350 per hour for financial planning consultations; hourly rates may apply for general consulting services

Other

Account minimum: $500,000 Minimum fee: $5,000 annual minimum fee Fee-only: Hourly financial planning consultations: $150 to $350 per hour; Fixed fees for full financial plans (amounts provided in written estimate prior to engagement); General consulting fees negotiated at time of engagement, usually hourly or fixed fee

Location

7870 E Kemper Road, Suite 210

Cincinnati, OH 45249

Most active in

Ohio

Work history

Wealth Dimensions Group, Ltd.

2021 - Present (5 years)

Fidelity Personal and workplace Advisors

2018 - 2021 (3 years)

Fidelity brokerage Services LLC

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cincinnati, OH

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Michael Muth is a financial advisor at QCFO, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at Osborne Williams and Formidable Asset Management. Outside of finance, he serves as COO of Seven Hills Foods, an organic food company where he oversees sales, production, logistics, and inventory. QCFO, LLC is a fee-only investment adviser offering discretionary portfolio management and wealth management services to individuals, high-net-worth clients, trusts, charitable foundations, and qualified plans. The firm employs a disciplined, scientifically engineered investment approach focused on global diversification and risk control, integrating tax management and wealth-transfer planning into its services.

Private / alternative investments
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PFS™, Series 63, Series 65

Cincinnati, OH

Russo Investment Management

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Wealth management Passive / index investing Tax-loss harvesting General tax planning Cash flow / budgeting
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Series 65

Cincinnati, OH

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Options & derivatives strategies Tax-loss harvesting
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CFA®, Series 63, Series 65

Cincinnati, OH

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Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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Series 65

Cincinnati, OH

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Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Social Security optimization
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Series 65

Loveland, OH

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Passive / index investing
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