# Bob Buehler

> Bob Buehler is a fee-only financial advisor at FirstTen Financial in Columbus, Ohio, who holds the CPA and ChFC credentials. Bob charges a one-time planning fee (one-time plans from $3,000) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/bob-buehler/
Built from public directory listings; last checked November 2, 2026.

## Facts

- **Firm:** FirstTen Financial
- **Based in:** Columbus, Ohio
- **Fee model:** One-time planning fee
- **Fees (Advice-Only Network profile):** one-time plans from $3,000
- **Works virtually:** Yes (Advice-Only Network profile)
- **Accepting new clients:** Yes (Advice-Only Network profile)
- **Credentials:** CPA, ChFC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 8164411 (https://adviserinfo.sec.gov/individual/summary/8164411)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://firsttenfinancial.com

## About

Bob Buehler founded FirstTen Financial to help new retirees through the first years of retirement, a period he sees as critical to a long and successful one. He also works to teach and empower clients, sometimes to the point that they no longer need an advisor.

Bob started out as a CPA and then spent 25 years at a Fortune 100 financial services company, rising into executive roles. His last role was leading financial planning for a $20 billion division, and along the way he gained deep knowledge of financial products and services.

Family and friends often brought him questions about retirement, investments and taxes. He waited to become an advisor until he could do it on his own terms, putting people ahead of profit. After retiring from his corporate career in his early 50s, he started FirstTen Financial.

## Frequently asked questions

### Is Bob Buehler a fee-only financial advisor?

Yes. Bob Buehler is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Bob's firm.

### How does Bob charge for financial advice?

Bob charges a one-time planning fee.

### Does Bob work with clients virtually?

Yes. Bob's Advice-Only Network profile says they meet with clients virtually and in person.

### Where is Bob Buehler based?

Bob Buehler is based in Columbus, Ohio.

### What does Bob specialize in?

Bob's specialties include retirement planning and tax planning. Bob works with retirees and pre-retirees.

### What credentials does Bob Buehler hold?

Bob Buehler holds the CPA and ChFC credentials.

### Is Bob Buehler registered with the SEC?

Yes. Bob Buehler is registered as an investment adviser representative in OH (CRD 8164411), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.

### How do I contact Bob Buehler?

Through Bob's website, firsttenfinancial.com.

## Sources

- Advice-Only Network listing (https://adviceonlynetwork.com/advisors/Bob-Buehler): advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of November 2, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
