Robert Tucker
Unbiased retirement, tax and investment planning for individuals and families, with project-based, hourly or ongoing options.
Tucker Wealth Advisory · Westfield, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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.
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, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 4593173 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tuckerwealthadvisory.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $3,000 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- A one-time plan starts at $2,950, above the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $325, in line with the New Jersey median of $300 for fee-only firms that publish prices.
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Questions about Robert
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.
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
- 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 : 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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