Neil Vannoy, financial advisor Round Rock TX

Neil Vannoy

CRD Number: 4131344
Current Firm: Vannoy Advisory Group, Inc.
Compensation Model: Fee Only

"Our goal is to help people overcome their worries and concerns about money and investing so they have more time to focus on what's most important to them." –Neil Vannoy, MBA, CFP® 

Financial Planning

We believe that financial planning is the most important part of the work we do. That being said, a financial plan doesn’t have to be complex and run hundreds of pages to provide value. A great financial plan only needs to answer two questions:

1. Where do I want to go financially?
2. What will it take to get there?

We don’t produce canned financial plans. Our financial plans are customized for each Client’s unique situation, and we involve Clients in all phases of the planning process. Together we’ll define and prioritize your financial goals, discuss the assumptions used in the planning software, and put together your desired “what if” planning scenarios in your financial plan.

Investment Management

The portfolios we design are based on each Client’s unique situation. You will never be assigned to standardized model portfolios based on your answers to a generic risk tolerance questionnaire. After all, what good is a portfolio that fits your risk tolerance if it doesn’t fit your financial goals?

Together we’ll customize an investment portfolio and investment strategy based on your financial goals. Our investment advisory (IA) services will make sure your investment strategy is implemented properly, your portfolio is monitored regularly, and your investment mix changes as your financial needs and goals change.

 

About Neil

 

Neil Vannoy is President of Vannoy Advisory Group. He founded the company in late 2007 to give individuals access to professional financial advice without any sales pressure or hidden commissions.

 

Neil is a CFP® Practitioner, a NAPFA-Registered Financial Advisor, a member of MENSA, and has over a decade of experience in the financial services industry.

 

He was a contributor to the book Investing in an Uncertain Economy for Dummies®, has been featured on Morningstar.com, and co-hosts a weekly financial segment each Monday morning for a local NBC affiliate.

CONTACT
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Professional Designations
Company Name Location Dates Years
Vannoy Advisory Group, Inc. Waco, TX Nov 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S65 NASAA Investment Advisors Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Neil R. Vannoy
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $471,231
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

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Data verified by both the advisor and the public regulatory data.

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