Bob Burger (CFP®)
Bob Burger focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Middle Income Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Most of our clients either do not meet the minimum asset requirement for most fee-only financial advisors or they meet the minimum asset requirement but prefer an hourly fee structure.
Additional Information
We help you make informed decisions through a planning process that focuses on your financial intention. All services (including ongoing management fees) are based on an hourly rate rather than an Asset Under Management (AUM) fee. This allows us to work with you no matter your account balance (no minimum) or whether you want to retain management of your investments.
NAPFA Start Date
March 12, 2015
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.