Jonathan Roby
asendo wealth · Columbus, Ohio
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.
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Specialties
Facts
| Firm | asendo wealth |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $866.5M across 3,609 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6645631 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.tsgadvice.com |
How Jonathan's firm compares
- asendo wealth's average account is about $240,000, from its Form ADV (assets managed divided by 3,609 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- asendo wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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