Robert Goldberg is a CFP-designated registered investment advisor at Blue Coast Financial Planning, based in Maple Glen, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Blue Coast Financial Planning offers ongoing financial planning services for an annual fee ranging from $1,500 to $6,000, billed monthly. This fee covers implementation support and ongoing consulting services related to the client's financial plan. The firm helps clients identify and take actions to accomplish their financial planning objectives and updates the plan as needed.
Blue Coast Financial Planning offers one-time comprehensive financial planning services for a fee ranging from $2,500 to $5,000, depending on the complexity and needs of the client. The fee is agreed upon before any work begins, with half due at the start and the remainder upon completion.
Contact
Robert Goldberg
Location
Maple Glen, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Coast Financial Planning
State Registrations1 state
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