Robert Anderberg is a CFP-designated registered investment advisor at Plancorp, LLC, based in Spokane Valley, WA, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,383 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plancorp charges an asset-based fee for wealth management services that combine investment management and financial planning, or for standalone investment management. Clients are generally subject to a minimum annual fee of $12,000.
Location
Spokane Valley, WA
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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 owns rental property in Davenport, FL since 2022, and serves as a secretary for Gethsemane Lutheran Church, dedicating minimal time to each. Robert also works as an Assignment Ready Financial Counselor for Magellan Federal, providing general financial counseling to armed service members for a few hours per week.
Employment History
Current Registrations
Plancorp, LLC
Previous Registrations
Murray Street Capital Advisors, LLC
F5 Financial Planning, L.L.C.
Kms Financial Services, INC.Broker
Parkland Securities, LLCBroker
State Registrations2 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.
Exams
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