Robert Gephart is a CFP-designated registered investment advisor at Cantlon Financial Planning LLC, based in St Charles, IL, with 11 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 99 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Clients in good standing as of January 1, 2001 pay an annual fee of 0.65%.
Fee Estimator
Location
St Charles, IL
Get directionsHistory
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 owns Robert Gephart, LLC, a web design and IT support business, created in 2011 to account for non-investment related income. He spends about 10-20% of his time on this business.
Employment History
Current Registrations
Cantlon Financial Planning LLC
State Registrations1 state
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.