Robert Stinson
Robert Stinson is a CFP-designated registered investment advisor at Stinson Financial Planning, based in Nashville, TN, with 38 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, Investment Management, Retirement Planning. Their firm serves 7 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stinson Financial Planning charges for its services at a rate negotiated directly with each client based on their specific situation and the value of the services performed. Clients pay their agreed-upon fees every six months after the service has been provided. Stinson Financial Planning previously charged annual fees generally between $3,000 and $5,000 for time-based engagements.
Location
Nashville, TN
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Regulatory History (1)
Regulatory
September 2020Employment History
Current Registrations
Stinson Financial Planning
Previous Registrations
Securian Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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