Robert Schumann
Plan & Act · Buena Vista, Colorado
Robert Schumann is a fee-only financial advisor at Plan & Act in Buena Vista, Colorado, who holds the CFP credential. Robert charges an ongoing planning fee.
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Facts
| Firm | Plan & Act |
|---|---|
| Based in | Buena Vista, Colorado |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $64M across 451 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 2518448 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.planandact.com |
| Profile |
How Robert's firm compares
- Plan & Act's average account is about $142,000, from its Form ADV (assets managed divided by 451 accounts).
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Questions about Robert
Is Robert Schumann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Plan & Act 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 an ongoing planning fee.
Does Robert work with clients virtually?
Yes. Plan & Act says on its website that it works with clients remotely.
Where is Robert Schumann based?
Robert Schumann is based in Buena Vista, Colorado.
What credentials does Robert Schumann hold?
Robert Schumann holds the CFP credential.
Is Robert Schumann registered with the SEC?
Yes. Robert Schumann is registered as an investment adviser representative in OH and TX (CRD 2518448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan & Act manage?
Plan & Act reports $64M across 451 accounts in assets under management.
How do I contact Robert Schumann?
Through Robert's website, www.planandact.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
- Plan & Act 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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