Robert Buehler is a ChFC-designated registered investment advisor at Firstten Financial, based in Westerville, OH. 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, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
FirstTen Financial offers ongoing financial planning for a quarterly fee ranging from $500 to $1,500, plus an upfront charge of $100-$500. This service includes developing and implementing a financial plan, monitoring the plan, recommending changes, and annual reviews. The fee may be negotiable.
FirstTen Financial offers project-based financial planning services for a fixed fee ranging from $500 to $6,000, depending on the project. This fee is negotiable. Half of the fee is due at the beginning of the process, and the remainder is due upon completion.
Location
Westerville, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Firstten Financial
State Registrations1 state
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