Robert Tucker is a CFA, CFP-designated registered investment advisor at Tucker Wealth Advisory, based in Westfield, NJ, with 5 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, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, Tucker Wealth Advisory charges a recurring fixed fee, starting at $500 per month, paid monthly or quarterly. The final fee depends on the client's needs, complexity, time, research, and resources required. There is also an initial fee of up to $5,000 for the initial construction of the financial plan, which may be reduced or waived at the advisor's discretion.
For project-based financial planning, Tucker Wealth Advisory charges either a fixed fee between $3,000 and $7,500, or an hourly rate of $300. The final fee depends on the client's needs, complexity, time, research, and resources required. The advisor may establish a minimum fee for hourly projects.
Contact
Robert Tucker
Location
Westfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert provides financial analysis and CFO consulting services to small companies and nonprofits. This activity, which is not investment related and does not pose a conflict of interest, takes about 10-20% of his time.
Employment History
Current Registrations
Tucker Wealth Advisory
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 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
I'm Rob Tucker, the founder of Tucker Wealth Advisory. Having transitioned from life in large corporations, I am really looking forward to this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together.