Robert Oliver
Oliver Financial Planning, LLC · Ann Arbor, Michigan
Robert Oliver is a fee-only financial advisor at Oliver Financial Planning, LLC in Ann Arbor, Michigan, who holds the CFA, CFP and MBA credentials. Robert charges an ongoing planning fee (ongoing planning from $3,840 a year and one-time plans from $1,920).
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Facts
| Firm | Oliver Financial Planning, LLC |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,840 a year · One-time plans from $1,920 |
| Accepting new clients | Not currently |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in MI · CRD 2964486 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oliverplanning.com |
How Robert's firm compares
- Ongoing planning starts at $3,840 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,920, above the Michigan median of $975 for fee-only firms that publish prices.
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Questions about Robert
Is Robert Oliver a fee-only financial advisor?
Yes. Robert Oliver is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 an ongoing planning fee.
How much does Robert charge?
According to Oliver Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $3,840 a year; one-time plans from $1,920.
Where is Robert Oliver based?
Robert Oliver is based in Ann Arbor, Michigan.
What credentials does Robert Oliver hold?
Robert Oliver holds the CFA, CFP and MBA credentials.
Is Robert Oliver registered with the SEC?
Yes. Robert Oliver is registered as an investment adviser representative in MI (CRD 2964486), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Robert Oliver?
Through Robert's website, oliverplanning.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
- Oliver Financial Planning, LLC 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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