Neil Vannoy is a CFP-designated registered investment advisor at Vannoy Advisory Group, INC., based in Austin, TX, with 19 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 54 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.85% |
| $750K - $1.5M | 0.65% |
| $1.5M - $3.0M | 0.30% |
| $3M+ | 0.20% |
All fees are subject to negotiation at the discretion of Vannoy Advisory Group.
Fee Estimator
Location
5900 Balcones Drive, Suite 21610, Austin, TX, 78731
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vannoy Advisory Group, INC.
Previous Registrations
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.