Neil Ray Vannoy
CFP®Professional Summary
Neil Ray Vannoy, CFP®, who also goes by Neil R. Vannoy, is a registered financial advisor currently at VANNOY ADVISORY GROUP, INC. located in Austin, Texas. Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Neil has worked at 5 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 31 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Risk Management & Insurance
Specializations
Biography
Neil 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-hosted...
Other Aliases
Neil R. Vannoy
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
VANNOY ADVISORY GROUP, INC.
Contact Information
Main Address
5900 Balcones Drive Suite 21610, Austin, TX 78731Phone Number
(512) 759-7759# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
251AUM (Assets Under Management)
$172,437,655Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
VANNOY ADVISORY GROUP, INC.
State Registrations and Notice Filings
(3/6/2008)
(5/21/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Neil Ray Vannoy's CRS (Customer Relationship Summary).
Services Offered by Neil
- Retirement Planning
- Investment Management
- Financial Planning
- Risk Management & Insurance
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