Advisor at Personal Financial Planning Inc.
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.
Firm
Personal Financial Planning Inc.
Location
Roanoke, VA 24018
Credentials
Series 65
Industry experience
16 years
Robert Ford is a Series 65-licensed financial advisor with Personal Financial Planning Inc. in Roanoke, VA, where he has worked since 2007. He has 16 years of industry experience. Personal Financial Planning Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite approach using primarily passive ETFs and mutual funds, and offers flexible fee arrangements including fixed, hourly, and asset-based options.
Based on Personal Financial Planning Inc.
Financial planning fees $1,000 to $5,000, negotiable
$0 - $1,000,000: 1.45% $1,000,000+: 1.00% (negotiable)
Standard commission income from sale of insurance products (optional)
$225 per hour for hourly planning engagements with $750 minimum
Account minimum: $100,000 Fee-only: Financial planning fees range from $1,000 to $5,000; hourly planning engagements at $225 per hour with a $750 minimum
3536 Brambleton Ave, Suite 8 A
Roanoke, VA 24018
Virginia
Personal Financial Planning Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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