Bradley Bobb is a CFP-designated registered investment advisor at Bobb Financial Incorporated, based in Chatham, IL, with 24 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 7 more. Their firm serves 108 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable. Clients with more than $500,000 in Assets Under Management will have the option to receive Comprehensive Financial Planning Services at no additional charge.
Fee Estimator
Contact
Bradley Bobb
Location
Chatham, IL
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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 →Employment History
Current Registrations
Bobb Financial Incorporated
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Rda Financial Network
Cambridge Investment Research, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Stonefield Investment Advisory, INC.
Cambridge Investment Research, INC.Broker
Investment Planners, INC.Broker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations3 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.
Exams