Robert Holzbach is a registered investment advisor at Red Kennedy Financial, based in Littleton, MA, 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 Education Planning, Financial Planning & Coaching, Real Estate Investing, Retirement Planning, and 1 more. Their firm serves 9 clients with $27M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
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Financial Planning - Flat fee based on investable assets, plus an additional $1,000 fee for new clients. The fee may increase if the client's situation is substantially different than initially disclosed. After delivery of the plan, face-to-face meetings may be scheduled as necessary within the 12-month period of the initial contract.
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Tax Preparation - $850 to $2,500 depending on the complexity of the return, performed separately from an Advisory Service Agreement or a Retainer Agreement.
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Retainer Agreement - Initial fee of $2,500.
Contact
Robert Holzbach
Location
Littleton, MA
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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.
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Robert does contract work for Al Wroblewski as a registered investment advisor representative, creating spreadsheets, performing analysis and research, and preparing taxes for some clients, averaging 2-4 weeks per year. Robert also prepares federal and state tax returns, spending about 10% of his time on this activity outside of trading hours, which accounts for 15% of his yearly compensation.
Employment History
Current Registrations
Red Kennedy Financial
Previous Registrations
Holzbach Robert
Al Wroblewski, CFP
State Registrations1 state
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