# Robert Grimm

> Robert Grimm is a fee-only financial advisor at Boden Wealth in Lemoyne, Pennsylvania. Robert focuses on small business owners, estate & legacy planning and retirement planning. Boden Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-grimm/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boden Wealth
- **Based in:** Lemoyne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $581.8M across 2,200 accounts
- **Specialties:** Small business owners, Estate & legacy planning, Retirement planning
- **Works with:** Founders
- **CRD:** 1423569 (https://adviserinfo.sec.gov/individual/summary/1423569)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1987), Series 65 (2018)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.bodenwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Boden Wealth 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's firm, Boden Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Grimm based?

Robert Grimm is based in Lemoyne, Pennsylvania.

### What does Robert specialize in?

Robert's specialties include small business owners, estate & legacy planning and retirement planning. Robert works with founders.

### Is Robert Grimm registered with the SEC?

Yes. Robert Grimm is registered as an investment adviser representative in PA and TX (CRD 1423569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boden Wealth manage?

Boden Wealth reports $581.8M across 2,200 accounts in assets under management.

### How do I contact Robert Grimm?

Through Robert's website, www.bodenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1423569): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bodenwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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