Robert Nabulere
Advisor at Personal Legacy Planners — Grand Rapids, MI
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
Series 65
Experience Industry experience
< 1 year
Location
Grand Rapids, MI 49544-8252
Personal Legacy Planners
Supported
Total advisors
3Clients per advisor
48 TypicalAvg AUM per client
$0 Very LowHNW client ratio
0% Very LowRobert Nabulere is a financial advisor at Personal Legacy Planners with a Series 65 credential and one year of industry experience. His prior roles include positions at Retirement Lifestyle Advocates, Three Rivers FCU, and Huntington University. Personal Legacy Planners serves individuals, trusts, estates, charities, retirement plans, and business entities by providing financial planning and tailored advice without directly managing client assets. The firm employs model portfolios and third-party sub-advisers for investment execution while maintaining ongoing client monitoring and advice.
Based on Personal Legacy Planners
Fixed financial planning fees ranging from $250 to $20,000, negotiable and agreed in advance.
$0 - $500,000: 1.90% $500,000+: 1.00%
Up to $500 per hour for financial planning services; maximum fee chargeable $20,000; review consultations up to $500 per hour with maximum $5,000.
Grand Rapids, MI
961 Four Mile Road NW, Suite B
Grand Rapids MI 49544-8252
Advisors at this office
3
Michigan
< 1 year of industry experience
Personal Legacy Planners
2026 - Present • 1 year
Grand Rapids, MI
Retirement Lifestyle Advocates
2026 - Present • 1 year
Grand Rapids, MI
Three Rivers FCU
2025 - 2025 • 1 year
Fort Wayne, IN
University of Michigan - Dearborn
2025 - 2025 • 1 year
Dearborn, MI
University of Michigan - Dearborn
2024 - 2025 • 1 year
Dearborn, MI
Ten Talents Foundation
2023 - 2024 • 1 year
St. Louis, MO
Huntington University
2022 - 2023 • 1 year
Huntington, IN
Huntington University
2021 - 2023 • 2 years
Huntington, IN
UnEMPLOYED
2019 - 2021 • 2 years
Huntington, IN
King's College Budo
2014 - 2019 • 5 years
Kampala
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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