Robert Eifert
Cahaba Wealth Management, Inc. · Birmingham, Alabama
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.
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Specialties
Who they serve
- Executives
Facts
| Firm | Cahaba Wealth Management, Inc. |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 888 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL · CRD 6874768 |
| Exams passed | Series 63 (2017) · Series 65 (2020) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | cahabawealth.com |
| Profile |
How Robert's firm compares
- Cahaba Wealth Management, Inc.'s average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Cahaba Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- 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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