Robert Oliver is a CFA, CFP-designated registered investment advisor at Oliver Financial Planning LLC, based in Ann Arbor, MI, with 15 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 42 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Oliver Financial Planning provides investment advice to help you determine the appropriate asset allocation and specific investments for your portfolio. Oliver provides specific instructions on how to reallocate your investment accounts but does not make trades on your behalf. Oliver does not monitor your accounts between rebalancing periods, have authority to make trades without asking first, or have custody of your assets.
Contact
Robert Oliver
Location
202 E. Washington Street, Suite 303, Ann Arbor, MI, 48104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the administrative manager of the Robbins Family, LLC, a family investment-related business, since 2005. He dedicates minimal time to this activity.
Employment History
Current Registrations
Oliver Financial Planning LLC
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.