Bob Buehler
Planning for new retirees facing the key financial decisions of their first years in retirement, from a former CPA and corporate executive.
FirstTen Financial · Columbus, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | CPA · ChFC |
| SEC registration | Investment adviser representative in OH · CRD 8164411 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | firsttenfinancial.com |
How Bob's firm compares
- A one-time plan starts at $3,000, above the Ohio median of $1,500 for fee-only firms that publish prices.
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Questions about Bob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
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