Bobb Financial Incorporated
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,100,889
Clients
105
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
105
Very HighAverage account size
$820,008
About
Bobb Financial Incorporated is a state‑registered independent advisory firm that reports managing approximately $86.1 million in discretionary assets for a client base that includes individuals, high‑net‑worth clients, and businesses. The firm offers discretionary investment management alongside comprehensive, modular, and a la carte financial planning services and may recommend third‑party money managers for portfolio implementation.
The firm primarily implements passive, asset‑class‑based portfolios built with index mutual funds and ETFs, while also using fundamental, technical, cyclical, and charting analysis in its research and monitoring. Client work begins with a data‑gathering process to produce an investment policy statement and continues with periodic reviews, ongoing advice, and the option to integrate outside managers where appropriate.
Noteworthy for a solo independent adviser, the firm routinely provides educational seminars and paid speaking engagements — and may offer seminars pro bono — a service model that is uncommon among peers. The brochure also discloses an ancillary reselling activity as an outside business and highlights modular planning options that allow clients to select discrete planning services, both of which distinguish the firm from more typical solo practitioners.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Occupation focus
Founder/Business Owner
Fee options
$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
Main office location
Bobb Financial Incorporated
Chatham IL, United States
Number of offices
1
Most active in
Bobb Financial Incorporated has reported serving >5 clients in these states in the last 12 months.
Illinois · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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