Robert Feather
Advisor at Wealth Dimensions Group, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wealth Dimensions Group, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cincinnati, OH 45249
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
14 years
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.
Based on Wealth Dimensions Group, Ltd.
Based on Wealth Dimensions Group, Ltd.
Fixed fees for full financial plans as provided in written estimate prior to engagement; fixed fees may apply for general consulting projects
$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%
$150 to $350 per hour for financial planning consultations; hourly rates may apply for general consulting services
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
7870 E Kemper Road, Suite 210
Cincinnati, OH 45249
Ohio
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)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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