Brad Bobb
Bobb Financial Incorporated · Chatham, Illinois
Brad Bobb is a fee-only financial advisor at Bobb Financial Incorporated in Chatham, Illinois, who holds the CFP credential. Bobb Financial Incorporated reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brad →
Facts
| Firm | Bobb Financial Incorporated |
|---|---|
| Based in | Chatham, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $86.1M across 354 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 4270912 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Brad's firm compares
- Bobb Financial Incorporated's average account is about $243,000, from its Form ADV (assets managed divided by 354 accounts).
Request an introduction to Brad
Tell Brad a little about what you're looking for. Brad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brad
Is Brad Bobb a fee-only financial advisor?
Yes. Brad Bobb is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brad's firm.
How does Brad charge for financial advice?
Brad's firm, Bobb Financial Incorporated, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brad Bobb based?
Brad Bobb is based in Chatham, Illinois.
What credentials does Brad Bobb hold?
Brad Bobb holds the CFP credential.
Is Brad Bobb registered with the SEC?
Yes. Brad Bobb is registered as an investment adviser representative in IL, MO and TX (CRD 4270912), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bobb Financial Incorporated manage?
Bobb Financial Incorporated reports $86.1M across 354 accounts in assets under management.
How do I contact Brad Bobb?
Contact details aren't on file yet. Search for Bobb Financial Incorporated.
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.
See something wrong? Request a correction. Read our methodology.