Robert Jonalwyn Schoonmaker
RS
CFP
Robert Jonalwyn Schoonmaker
RS
CFP

Robert Schoonmaker

12 Years of Experience
Pocatello, ID

Robert Schoonmaker is a CFP-designated registered investment advisor at Matterhorn Financial Planning, based in Pocatello, ID, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 61 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

One-Time Plan:$1,000 - $5,000
Hourly Rate:$450/hr
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Robert Jonalwyn Schoonmaker
RS
Robert Schoonmaker

Location

312 W. Center Street, Pocatello, ID, 83204

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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.

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Employment History
Current Registrations
Matterhorn Financial Planning
March 2014 - Present · 12 yrs 1 mo
Previous Registrations
Matterhorn Financial Planning LLC
June 2008 - December 2008 · 6 mos
State Registrations4 states
CAIDTXUT
Advisor

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
No exam information available for this advisor.
Robert Jonalwyn Schoonmaker
RS
Contact
Robert Schoonmaker
Robert Schoonmaker - Financial Advisor | TrueAdvisor