Advisor at CRA Financial Services, L.L.C.
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.
Location
Northfield, NJ 08225
Credentials
CFP®, Series 66
Industry experience
18 years
Robert Martin is a CFP® and Series 66-licensed advisor with 18 years of industry experience. He has been with CRA Financial Services, L.L.C. since 2012. Outside of his advisory role, he is the sole owner of a rental property in Sewell, New Jersey. CRA Financial Services, L.L.C. provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as retirement plan consulting and ERISA fiduciary services. The firm’s investment approach is based on Modern Portfolio Theory and tailored to clients’ risk tolerance, time horizon, and goals, with portfolio allocations across various asset classes and use of options and structured exposures in certain cases.
Based on CRA Financial Services, L.L.C.
Based on CRA Financial Services, L.L.C.
Fixed fees for financial planning and consulting services ranging from $1,000 to $5,000.
$0+: 0.75% to 1.00% annually (varies by account size and other factors) N/A - N/A: 0.40% to 1.00% annually for retirement plan consulting fees
Approximately $300 per hour for financial planning and consulting services.
Fee-only: Financial planning fixed fees generally range from $1,000 to $5,000; hourly fees generally $300/hour.
332 Tilton Road
Northfield, NJ 08225
New Jersey · Texas
Cra Financial Services, Llc
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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