Robert Jeter — Fee-only financial advisor

Wellspent Discovery/Advisors/Robert Jeter

Structured for AI ingestion

Is this you, Robert?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Claim this profile → Not quite ready? Learn more →

About

Experts in helping soon to be or existing retirees relocate to the place of their dreams. We specialize working with clients in Maryland and Delaware but are equipped to help people nationwide. Most of our clients are relocating to second homes, coastal towns, retirement destinations, and need a professional to help them remain grounded and make the most out of their nest-egg.

Who they serve

Ultra high net worth
High earners
Executives
Pre-retirees
Retirees
Multi-generational families

Services

Asset Allocation
Cash Flow Planning
Estate Planning
Family Wealth Transfer
Financial Planning
Insurance Planning
Investment Management
Philanthropic Planning
Retirement Planning
Social Security Planning
Tax Strategy
Charitable Giving
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management

Structured record

Name	Robert Jeter
Firm	Back Bay Financial Planning & Investments
Location	Bethany Beach, Delaware
Fee model	Percentage of Assets (AUM) · Flat Fee/Retainer · Hourly Rate
AUM	$25M - $100M
Founded	2024
Firm size	1 employee
Affiliation	Independent RIA
Credentials	CFP · CRPC
Investment approach	Blend of both
Website	https://backbayfp.com
LinkedIn	https://www.linkedin.com/in/robertjetercfp/

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.

Specialties

Retirement planning
Family wealth transfer
Pension planning
Real estate investors