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Robert Fairbrook

28 Years of Experience
Seattle, WA

Robert Fairbrook is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in Seattle, WA, with 28 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, Retirement Planning. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

999 3rd Avenue, Seattle, WA, 98104

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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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Other Business Activities

Robert is an investment advisor representative at Wise Planning, Inc. since 2007, providing financial planning to clients, and a workshop presenter for Ernst & Young since 2009, providing educational seminars; each activity takes about a quarter of his time.

Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
May 2014 - Present · 12 yrs
Wise Planning, INC.
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Retirement Benefit Specialists, INC.
March 1998 - December 2006 · 8 yrs 9 mos
State Registrations1 state
WA
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.