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Wacker Wealth

About Wacker Wealth

In 1988, our founder, Bob Wacker, CFP®, hung out his shingle in San Luis Obispo to provide fee-only financial planning and investment management services. As a commission-free firm, we were providing a unique form of financial services back then and one that is still too rare today.

Min project size

50,000+

Hourly rate

50 / hr

Employees

25

Locations

United States

Year founded

Founded 1988

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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