Advisor at RLS Financial Services
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.
Firm
RLS Financial Services
Location
Bloomsbury, NJ 08804
Credentials
CFP®, Series 63
Industry experience
29 years
Robert Stickel is a CFP® and CPA with 29 years of experience in financial advising. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to founding RLS Financial Services, he worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Stickel provides tax preparation, accounting, and insurance services. RLS Financial Services offers financial planning and investment advice to individuals and high-net-worth clients, utilizing fundamental analysis and a mix of long- and short-term trading strategies. The firm primarily provides non-discretionary advice and delivers financial plans as one-time reports, with a notable role as sponsor and portfolio manager for a wrap fee program.
Based on RLS Financial Services
Between $100 and $250 per hour, negotiable
Account minimum: $5,000 (may be waived) Fee-only: Hourly fees between $100 and $250, negotiable
86 North Street
Bloomsbury, NJ 08804
New Jersey
Robert L Stickel DBA RLS Financial Services
2011 - Present (15 years)
Avantax Advisory services
2002 - 2019 (17 years)
Avantax Investment Services Inc
1997 - 2019 (22 years)
Robert L. Stickel CPA CFP
1983 - Present (43 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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