Brad Bobb, CFP® Bobb Financial

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About Brad Bobb, CFP®

I am a financial planner in Springfield, IL, serving central Illinois including Rochester, Sherman, Chatham and the entire region. I also work with clients virtually across the United States.  Bobb Financial specializes in providing objective financial planninginvestment managementcollege planning, and retirement planning to families and federal employees . I am a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
 
I love my job and providing fee-only advice to my clients. If you would like to know more about me and my firm please visit my website.

 

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • College Planning
  • Gen X
  • Government Employees
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $200
  • AUM: .7% – 1.25%

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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