UBS Financial Services
47yrs
Top advisor by experience in Plano
22yrs
Robert Tunnell
Financial advisor at Retirement Planners of America
Robert Tunnell has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Plano, Texas. After seven years at TD Ameritrade and seven years at TD Ameritrade Investment Management, Robert joined Retirement Planners of America in 2013, a firm offering financial planning and investment management. Robert holds the CFP® designation.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 15% by experience in Plano
Office2820 Dallas Parkway, Plano, TX 75093
How the firm is paid ?Percent of assets
Typical client at the firm ?$631,228
Advisors at the firm33
States licensed ?1 state
Services through Retirement Planners of America
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowRetirement Planners of AmericaCurrent firm
- 2006 – 2013TD Ameritrade, Inc.Previously
- 2006 – 2013TD Ameritrade Investment Management, LLCPreviously
- Mar 2006 – Dec 2006Strategic Advisers LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Retirement Planners of America at 469-246-3600 and ask for Robert Tunnell. Robert works from the Plano, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 22 years. Top 15% by experience in Plano.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Retirement Planners of America reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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