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Robert A. Almony, Jr. LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
150
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
150
Average account size
$0
About
Robert A. Almony, Jr., LLC provides financial and retirement planning, portfolio analysis, and investment advice to individuals from a range of ages and wealth levels, including clients who retain other broker-dealers and seek an objective second opinion. The firm operates as a solo, fee-only adviser and offers comprehensive or limited-scope planning tailored to clients’ goals.
The adviser emphasizes strategic, broadly diversified asset allocations built with no-load mutual funds, drawing on third-party research (including the Steele System database) and published asset-allocation models, and generally avoids market timing and recommendations of individual stocks, options, or other esoteric instruments. The firm does not take custody of client assets or exercise discretionary trading authority, instead providing recommendations clients may implement themselves or through other brokers.
Distinctive features include the principal’s long-standing tax credentials as an Enrolled Agent and decades of tax-preparation experience, with the brochure noting he will advise on tax implications even though tax preparation is no longer offered as a service. The firm uses time-based and fixed-fee billing rather than percentage-of-AUM pricing, states it accepts no commissions or referral fees, and describes its work as delivered under a fiduciary standard.
Client services
Financial planning
Expertise
General retirement planning
Income planning
General tax planning
Retirement withdrawal strategies
Fee options
$0 - $99,999: $99 per hour (Financial topics or Tax Advising) or $99 for Retirement Planning, Portfolio Analysis and Investment Advice $100,000 - $200,000: $150 per hour (Financial topics or Tax Advising) or $150 for Retirement Planning, Portfolio Analysis and Investment Advice $200,001 - $500,000: $180 per hour (Financial topics or Tax Advising) or $180 for Retirement Planning, Portfolio Analysis and Investment Advice $500,001 - $1,000,000: $240 per hour (Financial topics or Tax Advising) or $240 for Retirement Planning, Portfolio Analysis and Investment Advice $1,000,000++: $300 per hour (Financial topics or Tax Advising) or $300 for Retirement Planning, Portfolio Analysis and Investment Advice
$150 per hour for financial topics or tax advising; tiered hourly fees for retirement planning and portfolio analysis based on portfolio size from $99 to $300
Fee-only: Fee based on hourly charges; $150 per hour for financial topics or tax advising; tiered hourly fees for retirement planning and portfolio analysis based on portfolio size from $99 to $300
Main office location
Robert A. Almony, Jr. LLC
301 Rothwell Drive
Columbia MO 65203, United States
Number of offices
1
Most active in
Robert A. Almony, Jr. LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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