Robert Schumann
Advisor at Plan & Act
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert Schumann is a CFP® professional with 24 years of experience in financial advising. He has worked at Plan & Act since 2020 and previously held roles at Cambridge Financial Advisors, LLC, and several other financial services firms. Outside of his advisory work, he owns The Bridge, LLC, which provides personal development and life coaching services to individuals, executives, and businesses. Plan & Act serves individual clients, living trusts, non-profits, and institutional clients by offering economics-based financial planning, portfolio management, and results coaching. The firm employs a non-discretionary investment approach focused on multifactor passive funds and integrates behavioral coaching with regular client reviews.
Client services
Based on Plan & Act
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Plan & Act
Wealth management
Tax-loss harvesting
Retirement income strategy
Roth conversion strategy
Fee options
Initial financial plan fee $9,995 - $30,000; Economics-based financial plan without wealth management $15,000
$100,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.40% $5,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
$3,750/quarter ($15,000 annually) minimum for Wealth Management Service Agreement; $1,500/quarter ongoing flat financial planning fee under Portfolio Management Service Agreement
Account minimum: $100,000 Minimum fee: $15,000 annually (Wealth Management Service Agreement minimum) Fee-only: Flat Financial Planning fee of $1,500/quarter plus graduated Investment Advisory fees as per tiers; initial flat plan fee $9,995 - $30,000
Location
Buena Vista, CO
Most active in
Robert S has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · Michigan · Ohio · Texas
Work history
Plan & Act
2020 - Present (6 years)
FinancialPlanning4Me, LLC
2017 - 2017 (1 year)
ThePension401k
2016 - Present (10 years)
FinancialIndependence4Me, LLC
2016 - 2017 (1 year)
FinancialAdvice4Me, LLC
2009 - Present (17 years)
Cambridge Financial Advisors, LLC
1999 - 2019 (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Cameron M
Series 65
Buena Vista, CO
Plan & Act
Christopher T
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Buena Vista, CO
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Jeffrey T
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Buena Vista, CO
TLG Advisors, INC.
Stephanie R
CFP®, Series 63, Series 66
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Beacon Pointe Advisors, LLC
Bernadette S
Series 66
Buena Vista, CO
LPL Financial
Scott W
Series 63, Series 66
Buena Vista, CO
LPL Financial
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