Robert Hackett is a registered investment advisor at On Target Financial Planning, based in West Chester, PA, with 2 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
OTFP offers ongoing financial planning for a recurring monthly fee of $199-$349, paid monthly in arrears. This service includes working with a financial planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up-to-date.
- Comprehensive Financial Plan: $2,499 - $7,500, involves a comprehensive review and analysis of the client’s financial resources, goals, and objectives.
- Hourly Financial Planning: $275 per hour for a limited scope one-time engagement to address specific questions or issues.
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the CIO & VP, Director of Technology at Weston Solutions Inc., dedicating all of his time during trading hours to this role. This activity is not investment-related.
Employment History
Current Registrations
On Target Financial Planning
State Registrations1 state
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