Bradley Joseph Bobb
Advisor at Bobb Financial Incorporated — Chatham, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
24 years
Location
Chatham, IL
Bobb Financial Incorporated
Independent
Total advisors
1Clients per advisor
105 Very HighAvg AUM per client
$820,008 HighHNW client ratio
25% TypicalBradley Bobb is a CFP® professional with 24 years of experience in financial advising. He is the principal of Bobb Financial Incorporated in Chatham, IL, and has previously worked with firms including United Planners Financial Services and Rda Financial Network. Outside of his advisory work, he engages in educational seminars and paid speaking engagements. Bobb Financial Incorporated is an independent, state-registered advisory firm managing approximately $86.1 million in discretionary assets for individuals, high-net-worth clients, and businesses. The firm primarily uses passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental and technical analysis, and offers modular financial planning services with options to integrate third-party managers.
Based on Bobb Financial Incorporated
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.70%
$200 per hour for financial planning (a la carte)
Comprehensive Financial Planning and Investment Management billed monthly or quarterly in advance; Modular Financial Planning at $50 per month per service selected; Educational Seminars fees from free to $2,500 per seminar or $0 to $100 per participant
Minimum fee: Minimum fee of $2,400 annually for Comprehensive Financial Planning and Investment Management Fee-only: Financial Planning hourly fee of $200 per hour; Modular Financial Planning at $50 per month per service selected
Chatham, IL
Chatham IL
Advisors at this office
1
Illinois · Missouri · Texas
24 years of industry experience
United Planners Financial Services
2016 - 2017 • 1 year
Scottsdale, AZ
Bobb Financial
2014 - Present • 12 years
Springfield, IL
Rda Financial Network
2009 - 2017 • 8 years
North Liberty, IA
Federal Consulting
2008 - Present • 18 years
Chatham, IL
U.S. Bancorp Investments, Inc.
2008 - 2008 • 1 year
IL
Stonefield Investment Advisory, Inc.
2007 - 2008 • 1 year
Springfield, IL
Country Trust Bank
2002 - 2005 • 3 years
Wausau, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)