# Robert Kokol

> Robert Kokol is a fee-only financial advisor at Atticus Wealth Management in New Braunfels, Texas, who holds the CFP credential. Robert charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Atticus Wealth Management
- **Based in:** New Braunfels, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $565.3M across 1,105 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 4623057 (https://adviserinfo.sec.gov/individual/summary/4623057)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2003), Series 66 (2008)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.atticuswm.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Atticus Wealth Management 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 charges a percentage of assets.

### How much does Robert charge?

According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Robert Kokol based?

Robert Kokol is based in New Braunfels, Texas.

### What does Robert specialize in?

Robert's specialties include retirement planning and estate & legacy planning.

### What credentials does Robert Kokol hold?

Robert Kokol holds the CFP credential.

### Is Robert Kokol registered with the SEC?

Yes. Robert Kokol is registered as an investment adviser representative in TX (CRD 4623057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atticus Wealth Management manage?

Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.

### How do I contact Robert Kokol?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4623057): 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://atticuswm.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.