# Robert Tucker > Robert Tucker is a fee-only financial advisor at Tucker Wealth Advisory in Westfield, New Jersey, who holds the CFA and CFP credentials. Robert charges a subscription, a one-time planning fee and hourly fees (subscription from $750 a quarter and one-time plans from $2,950) and focuses on retirement planning and tax planning. Page: https://find.wellspent.co/advisors/robert-tucker/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Tucker Wealth Advisory - **Based in:** Westfield, New Jersey - **Fee model:** Subscription; One-time planning fee; Hourly - **Fees (Advice-Only Network profile):** subscription from $750 a quarter; one-time plans from $2,950; $325 an hour - **Works virtually:** Yes (Advice-Only Network profile) - **Accepting new clients:** Yes (Advice-Only Network profile) - **Credentials:** CFA, CFP - **Specialties:** Retirement planning, Tax planning - **Works with:** Pre-retirees, Retirees - **CRD:** 4593173 (https://adviserinfo.sec.gov/individual/summary/4593173) - **SEC registration:** Investment adviser representative in NJ, NY, TX - **Exams passed:** Series 66 (2003) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** https://tuckerwealthadvisory.com ## About Robert Tucker founded Tucker Wealth Advisory after 35 years in financial services, including roles at BNY Mellon Wealth Management, JP Morgan and Bank of America/Merrill Lynch. Robert started out as an engineer in the energy industry, earned an MBA in Finance from Wharton and holds the CFA® and CFP® designations. Decades in large firms showed Robert the need for straightforward advice free of sales incentives. The approach is strongly quantitative, but numbers are only part of the story: Robert listens carefully, keeps a calm, judgment-free setting and makes complex topics simple and actionable. Services include retirement and tax planning, investment advice, Social Security and Medicare, budgeting and insurance reviews, with project-based, hourly or ongoing pricing. Born and raised in New York City, Robert has long lived in New Jersey, where Robert and wife Suzanne raised two daughters and now share their home with a rescue dog, Teddy. ## Frequently asked questions ### Is Robert Tucker a fee-only financial advisor? Yes. Robert Tucker is listed in the NAPFA directory (NAPFA admits only fee-only advisors), the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). 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 subscription, a one-time planning fee and hourly fees. ### Does Robert work with clients virtually? Yes. Robert's Advice-Only Network profile says they meet with clients virtually and in person. ### Where is Robert Tucker based? Robert Tucker is based in Westfield, New Jersey. ### What does Robert specialize in? Robert's specialties include retirement planning and tax planning. Robert works with pre-retirees and retirees. ### What credentials does Robert Tucker hold? Robert Tucker holds the CFA and CFP credentials. ### Is Robert Tucker registered with the SEC? Yes. Robert Tucker is registered as an investment adviser representative in NJ, NY and TX (CRD 4593173), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Robert Tucker? Through Robert's website, tuckerwealthadvisory.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/51352): NAPFA admits only fee-only advisors - XY Planning Network directory listing: XYPN members are fee-only - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.