Robert Stickel
Robert Stickel is a CFP-designated registered investment advisor at Rls Financial Services, based in Bloomsbury, NJ, with 29 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 79 clients with $22M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RLS Financial charges between $100 and $250 per hour for financial planning services. These fees are negotiable.
Location
86 North Street, Bloomsbury, NJ, 08804
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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 owns RLS Financial Services, offering tax preparation, accounting, insurance sales (medicare supplement, life, disability, and long term care), and notary services, dedicating nearly full-time hours to it. He also owns residential rental property, spending minimal time on it.
Employment History
Current Registrations
Rls Financial Services
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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.