Tucker Wealth Advisory is a registered investment advisor located in Westfield, New Jersey, founded in November 2023 by Robert Tucker. The firm operates on a fee-only basis, meaning compensation comes solely from clients without commissions or product sales. Tucker Wealth Advisory focuses exclusively on financial planning and does not manage investment portfolios or exercise trading authority. Services are tailored to individual client needs and cover a wide range of topics, including retirement planning, tax planning strategies, cash flow and debt management, estate planning, business planning, college savings, employee benefits optimization, risk management, and insurance review. Clients can choose between ongoing financial planning relationships with continuous monitoring or project-based engagements addressing specific financial questions. The firm specializes in working with individuals and high net-worth individuals seeking personalized advice.
Fee Structure
Tucker Wealth Advisory charges a recurring fixed fee for ongoing financial planning, paid monthly or quarterly in arrears, starting at $500. An initial setup fee of up to $5,000 applies for the creation of the comprehensive financial plan. Fees vary depending on client needs, complexity, and required resources, and are fully negotiable.
- Project-based financial planning (fixed fee) — $2,000 to $7,500 depending on complexity and scope
- Project-based financial planning (hourly rate) — $325 per hour, billed in 15-minute increments for targeted questions or limited-scope projects