Robert Wulf is a registered investment advisor at Family Financial Planning, based in Nebraska City, NE, with 4 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. Their firm serves 6 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Ongoing services include a monthly newsletter and an annual review of your financial plan, goals, cash flow, investments, insurance, estate planning, taxes, Social Security benefits, and account beneficiaries. The fee is $300 to enroll and $200 per month thereafter.
- Comprehensive Financial Plan - $3,500, with the cost adjusted based on complexity. Includes a one-time follow-up meeting.
- Special Topic Financial Plan - $900 for a plan with a defined scope, such as college funding or life insurance needs analysis.
Location
Nebraska City, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Family Financial Planning
State Registrations2 states
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