Robert Grimm
Boden Wealth · Lemoyne, Pennsylvania
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boden Wealth |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $581.8M across 2,200 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 1423569 |
| Exams passed | Series 63 (1987) · Series 65 (2018) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.bodenwealth.com |
How Robert's firm compares
- Boden Wealth's average account is about $264,000, from its Form ADV (assets managed divided by 2,200 accounts).
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Questions about Robert
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.
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
- Boden Wealth 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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