Robert Jeter
Modern Tax & Retirement Expertise
Back Bay Financial Planning & Investments · Bethany Beach, Delaware
Robert Jeter is a fee-only financial advisor at Back Bay Financial Planning & Investments in Bethany Beach, Delaware, who holds the CFP and CRPC credentials. Robert charges a percentage of assets, a flat fee or retainer and hourly fees ($400 an hour) and focuses on retirement planning, family wealth transfer and pension planning.
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Specialties
Who they serve
- Ultra high net worth
- High earners
- Executives
- Pre-retirees
- Retirees
- Multi-generational families
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.
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
Facts
| Firm | Back Bay Financial Planning & Investments |
|---|---|
| Based in | Bethany Beach, Delaware |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly |
| Fees (firm's website) | $400 an hour |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Credentials | CFP · CRPC |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in DE, MD · CRD 6100109 |
| Exams passed | Series 65 (2013) · Series 63 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | backbayfp.com |
| Profile |
How Robert's firm compares
- The hourly rate is $400, above the US median of $300 for fee-only firms that publish prices.
- Back Bay Financial Planning & Investments's average account is about $421,000, from its Form ADV (assets managed divided by 286 accounts).
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Questions about Robert
Is Robert Jeter a fee-only financial advisor?
Yes. Robert Jeter is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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 charges a percentage of assets, a flat fee or retainer and hourly fees.
How much does Robert charge?
According to Back Bay Financial Planning & Investments's website, checked October 28, 2026: $400 an hour.
Where is Robert Jeter based?
Robert Jeter is based in Bethany Beach, Delaware.
What does Robert specialize in?
Robert's specialties include retirement planning, family wealth transfer, pension planning, real estate investors and tax planning. Robert works with ultra high net worth, high earners, executives, pre-retirees and retirees.
What credentials does Robert Jeter hold?
Robert Jeter holds the CFP and CRPC credentials.
Is Robert Jeter registered with the SEC?
Yes. Robert Jeter is registered as an investment adviser representative in DE and MD (CRD 6100109), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Back Bay Financial Planning & Investments manage?
Back Bay Financial Planning & Investments reports $25M - $100M in assets under management.
How do I contact Robert Jeter?
Through Robert's website, backbayfp.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
- XY Planning Network directory listing : XYPN members are fee-only
- Back Bay Financial Planning & Investments 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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