Robert Gump is a CFP-designated registered investment advisor at Vanguard Advisers, INC., based in Plano, TX, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 817,328 clients with $300B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Vanguard Situational Advisor offers a one-time financial plan consultation for a fee:
- New Model: $250, potentially paid by the participant, the plan sponsor, or a combination of both.
- Legacy Model:
- $250 for participants with $50,000 to $500,000 in total Vanguard assets.
- $1,000 for participants with less than $50,000 in total Vanguard assets. Fee waivers are available for participants with over $500,000 in total Vanguard assets or who are over age 55.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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 Activities
Robert is the owner of Hiller Enterprises LLC since 2018 and Hemlock Enterprises, LLC since 2023. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Previous Registrations
Facet
Waddell & ReedBroker
Waddell & Reed
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Frost Brokerage Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management CompanyBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.