Advisor at Vital Signs Financial Services LLC
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Firm
Vital Signs Financial Services LLC
Location
Columbus, OH
Credentials
Series 65
Industry experience
13 years
Robert Leonhard is a financial advisor at Vital Signs Financial Services LLC in Columbus, Ohio, holding a Series 65 designation with 13 years of industry experience. He has served with the Pleasant Valley Joint Fire District since 1997 and operates a consulting business focused on public sector safety organizations including fire, EMS, and law enforcement agencies. Vital Signs Financial Services LLC provides income tax preparation and tax-focused financial planning primarily to individuals, small businesses, and nonprofit organizations. The firm offers investment advice and asset management on a consultative basis, emphasizing tax-efficient planning and a core-and-satellite asset allocation that relies mainly on passive index funds and ETFs.
Based on Vital Signs Financial Services LLC
Based on Vital Signs Financial Services LLC
"Vital Signs Checkup" fee is $335 ($300 discounted for clients with net worth ≤ $75,000 and yearly gross income ≤ $35,000); fixed fees for tax preparation negotiable; retainer fee of $135 every three months for ongoing advisory (Advanced Financial Life Support - AFLS)
$125 per hour for financial planning and investment advisory fees; $125 per hour for limited scope hourly planning engagements
Minimum fee: Financial planning minimum fee is $300 and is negotiable Fee-only: All fees are fee-only; no commissions or sales incentives accepted
Columbus, OH
Ohio
Pleasant Valley Joint Fire District
1997 - Present (29 years)
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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