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Robert John Anderberg

Advisor at Plancorp, LLC — Spokane Valley, WA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

7 years

Location

Spokane Valley, WA

Plancorp, LLC logo

Plancorp, LLC

Multi-team

Total advisors

52

Across 17 offices

Clients per advisor

43 Low

Avg AUM per client

$4,157,573 Very High

HNW client ratio

57% Very High

About

Robert Anderberg is a financial advisor at Plancorp, LLC with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Plancorp, Anderberg worked at Murray Street Capital Advisors, Magellan Federal, and F5 Financial Planning, among other firms. Outside of his advisory role, he serves as secretary for Gethsemane Lutheran Church and provides financial counseling to Armed Service Members through Magellan Federal. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management along with in-house tax preparation and third-party manager due diligence.

Client services

Based on Plancorp, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Plancorp, LLC

Tax-loss harvesting Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Plancorp, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for standalone financial planning, business owner succession planning, tax services as detailed above

Percentage

Varies based on amount of client assets under management and/or service

Other

Minimum fee: $12,000 minimum annual fee for wealth management; $6,000 minimum annual fee for pension consulting and institutional services Fee-only: Flat fees for standalone financial planning, business owner succession planning (up to $40,000), tax services (minimum $500 per tax return)

Location

See office

Spokane Valley, WA

Spokane Valley WA

Advisors at this office

1

Most active in

Missouri · Washington

Work history

7 years of industry experience

Plancorp, LLC

2024 - Present • 2 years

St. Louis, MO

Murray Street Capital Advisors, LLC

2024 - 2024 • 1 year

Fort Lauderdale, FL

Magellan Federal

2023 - 2024 • 1 year

Spokane, WA

F5 Financial Planning, LLC

2020 - 2023 • 3 years

Naperville, IL

F5 Financial Planning, LLC

2020 - 2020 • 1 year

Naperville, IL

KMS Financial Services, Inc.

2019 - 2020 • 1 year

Seattle, WA

Parkland Securities LLC

2018 - 2019 • 1 year

Ann Arbor, MI

Forster Financial

2018 - 2020 • 2 years

Spokane, WA

Providence Sacred Heart Medical Center

2002 - 2018 • 16 years

Spokane, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Maxim M

CFP®

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning Retirement income strategy Roth conversion strategy Wealth management Inheritance planning Retired Government Employee Self-Employed Engineering Professional Technology Professional Approaching retirement Retired Widow/Widower

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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