Robert Everitt
Robert Everitt is a CFP-designated registered investment advisor at Capital Planning Wealth Management, based in Center Valley, PA, 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, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning & Consulting - Fixed fees range from $250-$10,000 depending on the size and complexity of your financial situation. You'll pay half upfront and the other half upon delivery of the plan or completion of the service.
- Hourly Consulting - $300 per hour.
Location
4505 Saucon Creek Rd., Suite 100, Center Valley, PA, 18034
Get directionsHistory
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 operates under several DBAs related to Capital Planning and Wealth Management since 2010. He is also a financial advisor with One Resource Group, selling non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Capital Planning Wealth Management
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
PFS Investments INC.Broker
Univest Investments, INC.Broker
Miller Johnson Steichen Kinnard, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations23 states
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.