Robert Tull
Tull Financial Group, Inc. · Chesapeake, Virginia
Robert Tull is a fee-only financial advisor at Tull Financial Group, Inc. in Chesapeake, Virginia, who holds the CFP and MBA credentials. Robert charges a percentage of assets and hourly fees (1% a year on the first tier of assets managed and a $750,000 asset minimum) and focuses on retirement planning, equity compensation and tax planning.
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Specialties
Who they serve
- Retirees
- Early-career professionals
- High earners
Facts
| Firm | Tull Financial Group, Inc. |
|---|---|
| Based in | Chesapeake, Virginia |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $750,000 asset minimum |
| Assets under management | $367.1M across 1,000 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX, VA · CRD 1387893 |
| Exams passed | Series 63 (1985) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | tullfinancial.com |
| Profile |
How Robert's firm compares
- Tull Financial Group, Inc.'s average account is about $367,000, from its Form ADV (assets managed divided by 1,000 accounts).
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Questions about Robert
Is Robert Tull a fee-only financial advisor?
Yes. Robert Tull 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 a percentage of assets and hourly fees.
How much does Robert charge?
According to Tull Financial Group, Inc.'s website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $750,000 asset minimum.
Where is Robert Tull based?
Robert Tull is based in Chesapeake, Virginia.
What does Robert specialize in?
Robert's specialties include retirement planning, equity compensation, tax planning and estate & legacy planning. Robert works with retirees, early-career professionals and high earners.
What credentials does Robert Tull hold?
Robert Tull holds the CFP and MBA credentials.
Is Robert Tull registered with the SEC?
Yes. Robert Tull is registered as an investment adviser representative in TX and VA (CRD 1387893), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Tull Financial Group, Inc. manage?
Tull Financial Group, Inc. reports $367.1M across 1,000 accounts in assets under management.
How do I contact Robert Tull?
Through Robert's website, tullfinancial.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
- Tull Financial Group, Inc. 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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