Robert Mccalmont
Robert Mccalmont is a CFP-designated registered investment advisor at Duncan Financial Planning Advisors, based in Irwin, PA, with 34 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 3 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial planning — flat fees generally up to $25,000 for individuals, billed as a one-time payment, in installments, or on an ongoing basis depending on the scope and complexity of the services.
- Retirement plan consulting for sponsors — fixed annual fees typically up to $30,000, and potentially higher for extraordinarily complicated situations.
- Retirement plan consulting for individual participants — fixed fees ranging from $250 to $10,000 per year.
- Business succession planning — flat fees generally up to $30,000, depending on company size, business structure complexity, number of owners, and report scope.
- Hourly consulting — up to $500 per hour for specific financial planning questions.
Location
311 Main St, Irwin, PA, 15642
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 an independent insurance agent for various companies since 1992, spending a few hours per week on this. He is also an advisory representative of a Registered Investment Advisor (RIA) and an Investment Advisor Representative (IAR), and a church trustee.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations12 states
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
More Advisors
- Brian Duncan, CFPDuncan Financial Planning Advisors
- Larry QvistgaardDuncan Financial Planning Advisors
- David Duncan, CFPDuncan Financial Planning Advisors
- Francis ZorackiDuncan Financial Planning Advisors
- Robert Shangraw, ChFCMML Investors Services, LLC
- Matthew Wirtz, CFPEdward Jones