AdvisorOS Directory
Claim Profile
Unclaimed Profile
RB

Robert Michael Bard

THE PLANNING PROJECT LLC·THE WOODLANDS, Texas
Clean recordTHE PLANNING PROJECT LLC
4526 RESEARCH FOREST DR., THE WOODLANDS, TX 77381CRD# 2926578Firm CRD# 297658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Bard · THE WOODLANDS, TX
Registration
CRD #2926578 · THE PLANNING PROJECT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Michael Bard is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with THE PLANNING PROJECT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
THE PLANNING PROJECT LLC
THE SUM
AUM
$306M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at THE PLANNING PROJECT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2926578
Firm CRD# 297658
View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Michael Bard offer?
Robert Michael Bard specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Robert Michael Bard's credentials?
Robert Michael Bard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Bard located?
Robert Michael Bard is based in THE WOODLANDS, Texas, working with THE PLANNING PROJECT LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Robert Michael Bard charge for services?
Robert Michael Bard's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PLANNING PROJECT LLC?
THE PLANNING PROJECT LLC has approximately 8 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE PLANNING PROJECT LLC

Paul Michael Rahn
THE WOODLANDS, TX
Christopher Daniel Melber
THE WOODLANDS, TX

More Advisors in THE WOODLANDS, Texas

Jose Luis Llamas
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Henry John Pizzutello
HFG WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX
Javier Guzman Ortiz
ERGUZ, LLC·THE WOODLANDS, TX
Jared Michael Machen
BWM PLANNING LLC·THE WOODLANDS, TX
Jose Ernesto
QUATTRO FINANCIAL ADVISORS LLC·THE WOODLANDS, TX
Barbara Kathryn Jenks
CARLTON, HOFFERKAMP AND JENKS WEALTH MANAGEMENT, LLC·THE WOODLANDS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile