Robert Keating
Robert Keating is a registered investment advisor at Wealthplan Partners, based in Morristown, NJ, with 22 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
89 Headquarters Plaza North, Suite 1443, Morristown, NJ, 07960
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Regulatory History (4)
Judgment / Lien
July 2025Judgment / Lien
May 2025Judgment / Lien
July 2022Criminal
May 1994Other Business ActivitiesSells Insurance
Robert works as an advisor for Wealthplan Partners, a registered investment advisory firm, dedicating nearly full-time hours. He also engages in insurance sales through Wealthplan Partners, spending a few hours per week on this activity.