Robert Nicholas Barone
Advisor at Savvy — Reno, NV East Liberty Street
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.
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.
Credentials
Series 65, Series 66
Experience Industry experience
20 years
Location
Reno, NV 89501
Savvy
Multi-team
Robert Barone is a financial advisor at Savvy with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Farther Finance Advisors and FourStar Wealth Advisors. Outside of his advisory roles, he serves as a director at Allied Mineral Products, a refractory company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware strategies. The firm integrates third-party fintech tools and offers in-house tax preparation and estate-planning support.
Based on Savvy
Based on Savvy
Tax preparation services charged at a flat fee of $895; financial planning and consulting charged flat fees, negotiable.
$0+: Negotiable, typically ranging from 0.30% to 1.9% per year depending on size and complexity N/A - N/A: Net worth based fees negotiated, typically 0.10% to 0.40% annually, billed quarterly in advance
Some firm representatives receive commissions from unaffiliated broker-dealers or insurance sales, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Advisors may implement a minimum account fee for accounts below the minimum size; specific amounts not stated. Fee-only: Flat fees for financial planning and consulting services, negotiable, assessed quarterly.
Reno, NV East Liberty Street
1 East Liberty Street, Number 406
Reno NV 89501
Advisors at this office
3
Nevada · Texas
20 years of industry experience
Savvy
2024 - Present • 2 years
Reno, NV
Farther Finance Advisors
2023 - 2024 • 1 year
Reno, NV
FourStar Wealth Advisors, LLC
2019 - 2023 • 4 years
Chicago, IL
Ancora West Advisors dba Universal Value Advisors
2005 - Present • 21 years
Reno, NV
Allied Mineral Products
2001 - Present • 25 years
Columbus, OH
AAA No California, NV, UT
2000 - 2022 • 22 years
Walnut Creek, CA
CSAA Insurance Co.
2000 - 2021 • 21 years
Walnut Creek, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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