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Robert Ross Elliot

Advisor at Finlayson Financial Planning, Inc. — Buffalo, WY

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

12 years

Location

Buffalo, WY 82834

Finlayson Financial Planning, Inc. logo

Finlayson Financial Planning, Inc.

Independent

Total advisors

1

Clients per advisor

65 Very High

Avg AUM per client

$168,169 Low

HNW client ratio

15% Typical

About

Robert Elliot is a CFP® and ChFC® credentialed financial advisor with 12 years of industry experience. He has been with Finlayson Financial Planning, Inc. since 2014 and concurrently involved with Alecia Kozisek Insurance Agency since 2012. He previously served as a director for St. John's the Baptist Catholic Church Foundation. Finlayson Financial Planning, Inc. provides investment management and financial planning services to individual and high-net-worth clients, focusing on tailored portfolios built through fundamental analysis and a long-term perspective. The firm manages approximately $10.93 million in client assets on a non-discretionary basis and operates on a fee-only model.

Client services

Based on Finlayson Financial Planning, Inc.

Financial planning Portfolio management

Expertise

Based on Finlayson Financial Planning, Inc.

Real estate investing

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Fee options

Percentage

Up to 0.75% annually, fees may be negotiable and will not exceed $999 per quarter

Other

Minimum fee: Fees will not exceed $999 per quarter Fee-only: Fee-only advisory firm, no commissions or other compensation received

Location

Buffalo, WY

60 E. Hart St., Suite B

Buffalo WY 82834

Advisors at this office

1

Most active in

Texas · Wyoming

Work history

12 years of industry experience

Finlayson Financial Planning, Inc.

2014 - Present • 12 years

Buffalo, WY

Alecia Kozisek Insurance Agency

2012 - Present • 14 years

Buffalo, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 66

Buffalo, WY

Edward Jones

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Kevin B

Series 66

Buffalo, WY

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Series 63, Series 65

Buffalo, WY

Cetera

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Kristin W

Series 66

Buffalo, WY

LPL Financial

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Melanie S

Series 66

Buffalo, WY

LPL Financial

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Keith G

Series 65

Buffalo, WY

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