# Bob Winkelman

> Bob Winkelman is a fee-only financial advisor at Westward Planning Group in Narberth, Pennsylvania, who holds the CFP credential. Westward Planning Group reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bob-winkelman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Westward Planning Group
- **Based in:** Narberth, Pennsylvania
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $11.1M across 33 accounts
- **Credentials:** CFP
- **Firm size:** 1 employee

## Frequently asked questions

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

Yes. Bob Winkelman is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Bob charge for financial advice?

Bob's firm, Westward Planning Group, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Bob Winkelman based?

Bob Winkelman is based in Narberth, Pennsylvania.

### What credentials does Bob Winkelman hold?

Bob Winkelman holds the CFP credential.

### How much does Westward Planning Group manage?

Westward Planning Group reports $11.1M across 33 accounts in assets under management.

### How do I contact Bob Winkelman?

Contact details aren't on file yet. Search for Westward Planning Group.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/bob-winkelman-10663): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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