Robert Deal
LifeFocus Financial Advisors · Walla Walla, Washington
Robert Deal is a fee-only financial advisor at LifeFocus Financial Advisors in Walla Walla, Washington. Robert charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,500 a year and one-time plans from $3,000) and focuses on retirement planning, tax planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | LifeFocus Financial Advisors |
|---|---|
| Based in | Walla Walla, Washington |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,500 a year · One-time plans from $3,000 · 0.85% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $103.5M across 225 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4376924 |
| Exams passed | Series 63 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lifefocusadvisors.com |
How Robert's firm compares
- Ongoing planning starts at $6,500 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, in line with the Washington median of $3,000 for fee-only firms that publish prices.
- LifeFocus Financial Advisors's average account is about $460,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Robert
Is Robert Deal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and LifeFocus Financial Advisors 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, an ongoing planning fee and a one-time planning fee.
How much does Robert charge?
According to LifeFocus Financial Advisors's website, checked October 30, 2026: ongoing planning from $6,500 a year; one-time plans from $3,000; 0.85% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Where is Robert Deal based?
Robert Deal is based in Walla Walla, Washington.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning, pension planning and estate & legacy planning. Robert works with retirees and pre-retirees.
Is Robert Deal registered with the SEC?
Yes. Robert Deal is registered as an investment adviser representative in WA (CRD 4376924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LifeFocus Financial Advisors manage?
LifeFocus Financial Advisors reports $103.5M across 225 accounts in assets under management.
How do I contact Robert Deal?
Through Robert's website, www.lifefocusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- LifeFocus Financial Advisors 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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