Robert Badger
Dash Investments · Plano, Texas
Robert Badger is a fee-only financial advisor at Dash Investments in Plano, Texas. Robert charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Dash Investments |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $681.6M across 1,295 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6585284 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.dashinvestments.com |
How Robert's firm compares
- Dash Investments's average account is about $526,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Robert
Is Robert Badger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Dash Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Badger based?
Robert Badger is based in Plano, Texas.
What does Robert specialize in?
Robert's specialties include retirement planning and tax planning.
Is Robert Badger registered with the SEC?
Yes. Robert Badger is registered as an investment adviser representative in TX (CRD 6585284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dash Investments manage?
Dash Investments reports $681.6M across 1,295 accounts in assets under management.
How do I contact Robert Badger?
Through Robert's website, www.dashinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Dash Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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