Robert Tull is a CFP-designated registered investment advisor at Tull Financial Group, INC., based in Chesapeake, VA, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 301 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
All fees are negotiable at the sole discretion of Tull Financial Group. In some circumstances, related family assets are aggregated for calculating fee breakpoints.
Fee Estimator
Contact
Robert Tull
Location
555 Belaire Avenue, Suite 130, Chesapeake, VA, 23320
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tull Financial Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We would welcome the opportunity to assist you with your financial planning and wealth management needs. Your initial visit is complimentary. We are a fee-only firm, with fees clearly quoted and agreed upon in advance.