RB
RB
Robert Barmen
29 Years of Experience
Sewickley, PA
2 DisclosuresBroker
Robert Barmen is a registered investment advisor at Wells Fargo Advisors, based in Sewickley, PA, with 29 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1606 Carmody Ct, Ste 401, Sewickley, PA, 15143
Get directionsHistory
Regulatory History (2)
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Regulatory
July 2003Final
Customer Dispute
June 2000Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2016 - April 2023 · 6 yrs 10 mos
Morgan StanleyBroker
June 2016 - April 2023 · 6 yrs 10 mos
Dunmoyle Capital Advisors, LLC
February 2011 - May 2016 · 5 yrs 3 mos
Bpu Investment Management INC.Broker
March 2009 - July 2010 · 1 yr 4 mos
Bpu Investment Management, INC.
March 2009 - July 2010 · 1 yr 4 mos
Paragon Wealth Management, LLC
February 2006 - February 2009 · 3 yrs
Uvest Financial Services Group, INC.Broker
March 2004 - March 2009 · 5 yrs
Provident Wealth Management, LLC
February 2004 - September 2007 · 3 yrs 7 mos
UBS Financial Services INC.
June 2001 - March 2004 · 2 yrs 9 mos
UBS Financial Services INC.Broker
November 1998 - March 2004 · 5 yrs 4 mos
Prudential Securities IncorporatedBroker
August 1996 - November 1998 · 2 yrs 3 mos
PNC Brokerage CORPBroker
January 1996 - July 1996 · 6 mos
State Registrations35 states
ARAZCACOCTDCDEFLGAILINMAMDMEMIMTNCNENHNJNVNYOHOKORPAPRSCTNTXUTVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.