Robert Winkelman
Robert Winkelman is a CFP-designated registered investment advisor at Westward Planning Group, based in Narberth, PA, with 41 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 21 clients with $7.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Westward Planning Group offers financial planning and investment management together for a monthly fee of $250 to $400. Investment management is not offered on an hourly basis. Westward Planning Group may recommend a sub-advisor, First Affirmative, to manage a client's investments. First Affirmative charges an annual fee based on the assets it manages, ranging from 0.26% to 0.36%.
Location
Narberth, PA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a client manager at Navigation Benefits, assisting clients with group health sales and problem resolution, dedicating a few hours per week. He also serves as a committee member with the Democratic Committee of Lower Merion & Narberth, spending minimal time on this activity.
Employment History
Current Registrations
Westward Planning Group
Previous Registrations
The Leaders Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hartford Equity Sales Company INC.Broker
Cornerstone Institutional Investors, INC.Broker
Phoenix Equity Planning CorporationBroker
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
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.