Advisor at Oliver Financial Planning LLC
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Firm
Oliver Financial Planning LLC
Location
Ann Arbor, MI 48104
Credentials
CFP®, CFA®
Industry experience
15 years
Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.
Based on Oliver Financial Planning LLC
One-time Start-up Fee equal to half a year’s worth of Program Fees (e.g., $1,920 to $5,100 depending on net worth). Ongoing monthly or quarterly Program Fees.
$0 - $2,000,000: 0.24% annually on net worth $2,000,000+: 0.12% annually on net worth above $2 million
$350 per hour for CFP professionals; $175 per hour for Paraplanners; billed in six-minute increments.
Minimum fee: Minimum monthly Program Fee of $320 Fee-only: Financial Planning Program fees charged as a flat percentage of net worth; no commissions or third-party payments received.
202 E. Washington Street, Suite 303
Ann Arbor, MI 48104
Michigan
Oliver Financial Planning, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
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Series 63, Series 65
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Northville, MI
Physicians' Financial L.C.
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