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Robert Easton Price

Apella Wealth

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About Robert Easton Price

Robert Easton Price is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Robert is currently registered with Apella Wealth and provides financial planning and investment management services to individuals, families, and businesses. Robert has a proven track record of success in helping clients achieve their financial goals. Robert is committed to providing personalized financial advice and services that meet the unique needs of each client.

Firm Information

Robert Price is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Robert Price’s Registration & Firm History

CA

07/20/2023 - Present

Apella Wealth (Huntington Beach CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Easton Price.
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