Bob Winkelman
Westward Planning Group · Narberth, Pennsylvania
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.
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Facts
| Firm | Westward Planning Group |
|---|---|
| Based in | Narberth, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $11.1M across 33 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
How Bob's firm compares
- Westward Planning Group's average account is about $336,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Bob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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