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CFP
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CFP

Robert Taylor

Wealthplan Investment Management LLC
30 Years of Experience
Morristown, NJ
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Robert Taylor is a CFP-designated registered investment advisor at Wealthplan Investment Management LLC, based in Morristown, NJ, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 2,145 clients with $2.2B in assets under management.

Wealthplan Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,145 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum combined annual management fee and annual strategy fee will not exceed 2.00% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

89 Headquarters Plaza North, Suite 1443, Morristown, NJ, 07960

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other 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.

Employment History
Current Registrations
Wealthplan Investment Management LLC
June 2026 - Present · 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - December 2025 · 1 yr 6 mos
Wealthplan Partners
September 2021 - March 2026 · 4 yrs 6 mos
Wealthplan Partners
June 2018 - July 2020 · 2 yrs 1 mo
Securities America, INC.Broker
June 2018 - June 2024 · 6 yrs
Strategic Advisers, INC.
November 2009 - March 2018 · 8 yrs 4 mos
Strategic Advisers, INC.
July 2002 - July 2009 · 7 yrs
Fidelity Brokerage Services LLCBroker
September 1995 - March 2018 · 22 yrs 6 mos
State Registrations1 state
NJ
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.
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