Robert Bishop Financial Planning & Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,264,103
Clients
23
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$402,787
About
The firm provides ongoing portfolio management and financial planning to individual clients, preparing an Investment Policy Statement tailored to each client's goals, time horizon, and risk tolerance. The brochure reports discretionary assets of $2,664,849 as of December 2017 and a small client base (22 clients), and notes there is no account minimum for services.
The firm describes a multi‑method investment approach — including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis — and implements both long‑term and short‑term trading strategies, typically under discretionary authority. It requires clients to use a specified broker‑dealer (Scottrade), may receive soft‑dollar research benefits, and states it seeks best execution when selecting custodians.
Noteworthy details disclosed in the brochure include that the firm's principal is a licensed insurance agent who may offer commissionable insurance products, creating a potential conflict of interest the firm acknowledges. The brochure also records an administrative consent agreement with the Florida Office of Financial Regulation dated December 27, 2016, including a $3,500 civil penalty for administrative deficiencies, a disciplinary disclosure included in Item 9.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$250 to $500 fixed fee for financial planning
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75%
$50 to $100 per hour
Main office location
Robert Bishop Financial Planning & Services
4326 El Prado Blvd., Suite #3
Tampa FL 33629, United States
Number of offices
1
Most active in
Robert Bishop Financial Planning & Services has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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