Robert Gabhart
Robert Gabhart is a registered investment advisor at Bluegrass Legacy Planning, based in San Diego, CA, 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Bluegrass Legacy Planning offers subscription services for a monthly fee ranging from $750 to $5,000. These services may include business exit planning coaching, financial planning foundation coaching, and legacy planning. The subscription includes monthly accountability meetings, quarterly strategy sessions, and ongoing delivery of documents.
Bluegrass Legacy Planning offers financial planning services for a one-time fixed fee between $2,000 and $25,000, or an hourly fee between $250 and $500.
Location
600 West Broadway, Suite 3200, San Diego, CA, 92101
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 ActivitiesSells Insurance
Robert is involved in several business activities, including real estate ownership, board game design, marriage coaching, and authorship. He also sells fixed insurance and owns entities related to securities, advisory, and RIA businesses, spending minimal time on most activities.
Employment History
Current Registrations
Bluegrass Legacy Planning
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Triad Advisors LLCBroker
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Edward Jones
Edward JonesBroker
State Registrations17 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.