Robert Taylor
Robert Taylor is a CFP-designated registered investment advisor at Wealthplan Partners, based in Omaha, NE, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
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Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.
Location
101 South 108th Avenue, Omaha, NE, 68154
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Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Robert is a manager and advisor at Wealthplan Partners, engaging in insurance sales and registered investment advisory activities since 2018. He dedicates a few hours per week to insurance sales and nearly full-time hours to the registered investment advisory.