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 66
Experience Industry experience
10 years
Location
Stuart, VA
Sovereign Financial Group, Inc.
Team
Robert Chedester is a financial advisor with Sovereign Financial Group, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Sovereign Financial Group, he worked at Credentialed Wealth Advisors, LLC and Edward Jones. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of life insurance and fixed annuity products. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a primarily long-term, portfolio-focused investment approach that incorporates low-cost mutual funds and ETFs, individual securities, and both fundamental and technical analysis supported by third-party AI tools.
Based on Sovereign Financial Group, Inc.
Based on Sovereign Financial Group, Inc.
Fixed financial planning fees range from $1,500 to $10,000 depending on complexity.
Up to 3.00% annually, negotiable based on services, asset size, and complexity
Certain Advisory Persons are also registered representatives earning commissions for securities and insurance sales, separate from advisory fees.
Hourly fees for financial planning range from $200 to $450 per hour; Professional Services hourly rates as per agreement.
Align Program fees: $45/month flat fee, plus .000125 bps AUM quarterly for non-tax sensitive trading, plus .000250 bps AUM quarterly for tax sensitive trading; Professional Services at agreed hourly rate; fees invoiced quarterly in arrears.
Minimum fee: Minimum fee of $1,125 per quarter, negotiable and can be waived at Advisor's sole discretion. Fee-only: Financial planning offered hourly ($200-$450/hour), fixed fees ($1,500-$10,000), and ongoing fees ($500-$2,500 per quarter). Professional services are charged hourly as agreed.
Stuart, VA
Stuart VA
Advisors at this office
1
Virginia
10 years of industry experience
SOVEREIGN FINANCIAL GROUP, LLC dba CHEDSTER FINANCIAL LLC
2023 - Present • 3 years
Stuart, VA
Credentialed Wealth Advisors, LLC
2021 - 2023 • 2 years
Colorado Springs, CO
Edward Jones
2016 - 2021 • 5 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Patrick Springs, VA
Sequent Planning, LLC
Tyler Snow is a financial advisor at Sequent Planning, LLC with three years of industry experience. He holds a Series 65 credential and has held roles at several firms including Mutual of Omaha Investor Services and Futurity First Insurance Group. Outside of advising, he has been involved with Vista Solutions Group, offering Medicare Advantage and related plans, and works as an Uber driver. Sequent Planning, LLC serves a diverse client base including individuals, retirement plan sponsors, businesses, endowments, and nonprofits, providing asset management, financial planning, and retirement-plan services through a multi-team structure that emphasizes risk management, diversified strategies, and tax-aware guidance.
Series 63, Series 65
Ararat, VA
Truist Advisory Services
Angela Nelson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Truist Advisory Services since 2021 and was previously employed by BB&T Bank/Truist Bank from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.
Series 66
Stuart, VA
Edward Jones
Austin Joyce is a financial advisor at Edward Jones in Stuart, VA, holding a Series 66 designation with four years of industry experience. His background includes service in the United States Air Force for seven years and prior roles at First Command Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
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