Robert Joel Willen

CFA

Wbh Advisory, INC.

25 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Wbh Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

725 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$4,000

Location

1829 Reisterstown Road, Suite 225, Baltimore, MD, 21208

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Wbh Advisory, INC.

October 2000 - Present · 25 yrs 4 mos

State Registrations2 states

MDTX

Advisor

Exams

No exam information available for this advisor.