Robert Tucker is a CFA, CFP-designated registered investment advisor at Tucker Wealth Advisory, based in Westfield, NJ, with 5 years of industry experience. Robert 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, Financial Planning & Coaching, and 7 more.
Compensation
Firm Size
IM Fee
Fee Structure
Tucker Wealth Advisory charges a recurring fixed fee for ongoing financial planning, paid monthly or quarterly in arrears, starting at $500. An initial setup fee of up to $5,000 applies for the creation of the comprehensive financial plan. Fees vary depending on client needs, complexity, and required resources, and are fully negotiable.
- Project-based financial planning (fixed fee) — $2,000 to $7,500 depending on complexity and scope
- Project-based financial planning (hourly rate) — $325 per hour, billed in 15-minute increments for targeted questions or limited-scope projects
Contact
Robert Tucker
Location
Westfield, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert provides financial analysis and CFO consulting services to small companies and nonprofits. This activity, which is not investment related and does not pose a conflict of interest, takes about 10-20% of his time.
Employment History
Current Registrations
Tucker Wealth Advisory
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
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
Additional Information
I'm Rob Tucker, the founder of Tucker Wealth Advisory. Having transitioned from life in large corporations, I am really looking forward to this phase of my career and the opportunity to help people chart their financial lives with confidence. I enjoy building relationships and hope that we have an opportunity to work together.
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