Robert Stinson
Robert Stinson is a CFP-designated registered investment advisor at Stinson Financial Planning, based in Nashville, TN, with 37 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stinson Financial Planning charges a fee that is negotiated with each client based on their individual circumstances. The fee is paid every six months. Clients have the right to adjust the fee based on their satisfaction with the services provided.
Location
Nashville, TN
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Regulatory History (1)
Regulatory
September 2020Employment History
Current Registrations
Stinson Financial Planning
Previous Registrations
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.