# Jonathan Roby

> Jonathan Roby is a fee-only financial advisor at asendo wealth in Columbus, Ohio, who holds the CFP credential. Jonathan focuses on international & expat planning, estate & legacy planning and tax planning. asendo wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-roby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** asendo wealth
- **Based in:** Columbus, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $866.5M across 3,609 accounts
- **Credentials:** CFP
- **Specialties:** International & expat planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 6645631 (https://adviserinfo.sec.gov/individual/summary/6645631)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.tsgadvice.com

## Frequently asked questions

### Is Jonathan Roby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and asendo wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, asendo wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Roby based?

Jonathan Roby is based in Columbus, Ohio.

### What does Jonathan specialize in?

Jonathan's specialties include international & expat planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Jonathan Roby hold?

Jonathan Roby holds the CFP credential.

### Is Jonathan Roby registered with the SEC?

Yes. Jonathan Roby is registered as an investment adviser representative in OH (CRD 6645631), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does asendo wealth manage?

asendo wealth reports $866.5M across 3,609 accounts in assets under management.

### How do I contact Jonathan Roby?

Through Jonathan's website, www.tsgadvice.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6645631): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.asendowealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.