Robert Kokol
Atticus Wealth Management · New Braunfels, Texas
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.
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Specialties
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 | $565.3M across 1,105 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4623057 |
| Exams passed | Series 63 (2003) · Series 66 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.atticuswm.com |
How Robert's firm compares
- Atticus Wealth Management's average account is about $512,000, from its Form ADV (assets managed divided by 1,105 accounts).
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Questions about Robert
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.
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
- Atticus Wealth Management 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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