Robert Stahler
Robert Stahler is a CFP-designated registered investment advisor at Anchored Financial Planning LLC, based in West Deptford, NJ, with 17 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, Investment Management. Their firm serves 500 clients with $180M 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 | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable. Consulting services are included in asset management fees, except in unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
875 Mantua Pike, #9, West Deptford, NJ, 08096
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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
Anchored Financial Planning LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
State Registrations1 state
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