# Robert Eifert

> Robert Eifert is a fee-only financial advisor at Cahaba Wealth Management, Inc. in Birmingham, Alabama, who holds the CFP credential. Robert focuses on retirement planning, tax planning and estate & legacy planning. Cahaba Wealth Management, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Cahaba Wealth Management, Inc.
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.06B across 888 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Small business owners
- **Works with:** Executives
- **CRD:** 6874768 (https://adviserinfo.sec.gov/individual/summary/6874768)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 63 (2017), Series 65 (2020)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://cahabawealth.com

## Frequently asked questions

### Is Robert Eifert a fee-only financial advisor?

Yes. Robert Eifert is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.

### How does Robert charge for financial advice?

Robert's firm, Cahaba Wealth Management, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Eifert based?

Robert Eifert is based in Birmingham, Alabama.

### What does Robert specialize in?

Robert's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation and small business owners. Robert works with executives.

### What credentials does Robert Eifert hold?

Robert Eifert holds the CFP credential.

### Is Robert Eifert registered with the SEC?

Yes. Robert Eifert is registered as an investment adviser representative in AL (CRD 6874768), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Cahaba Wealth Management, Inc. manage?

Cahaba Wealth Management, Inc. reports $2.06B across 888 accounts in assets under management.

### How do I contact Robert Eifert?

Through Robert's website, cahabawealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6822): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.cahabawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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