Robert Michael Bard
Investment adviser representative at The Sum
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$551.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- The Sum Prep, LLCJan 2023 to now
- The SumJan 2022 to now
- Fidelity InvestmentsJul 2000 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
The Sum
Legal name: The Planning Project LLC
$551.4MAssets managed
209Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2926578
- Firm CRD
- 297658