Robert Wilson is a CFP-designated registered investment advisor at Lifeplan Group, based in Raleigh, NC, with 7 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, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 260 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifePlan Investment Advisors charges fees that may include an hourly fee, a predetermined planning fee, and/or an annual asset-based advisory fee, not to exceed 1.5%. These fees are detailed in a written agreement. If a client selects a Co-Advisor, Sub-Advisor, or Third-Party Manager, these fees are disclosed in writing prior to implementation. The maximum total asset-based annual fee will not exceed 2.0%, with LifePlan Investment Advisors' portion not exceeding 1.5%. Fees are negotiable.
Location
7201 Creedmoor Rd., Suite 147, Raleigh, NC, 27613
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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 →Other Business ActivitiesSells Insurance
Robert works as an insurance agent since February 2023, offering insurance products and services to clients and prospects. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Lifeplan Group
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
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.