# Bert Bowler

> Bert Bowler is a fee-only financial advisor at Round Rock Advisors in Wilton, Connecticut, who holds the CFP credential. Bert focuses on estate & legacy planning, tax planning and retirement planning. Round Rock Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bert-bowler/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Round Rock Advisors
- **Based in:** Wilton, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $906.7M across 1,935 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer
- **CRD:** 2485212 (https://adviserinfo.sec.gov/individual/summary/2485212)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 22 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://roundrockadvisors.com/

## Frequently asked questions

### Is Bert Bowler a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bert holds no broker registration, and Round Rock Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bert charge for financial advice?

Bert's firm, Round Rock Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Bert Bowler based?

Bert Bowler is based in Wilton, Connecticut.

### What does Bert specialize in?

Bert's specialties include estate & legacy planning, tax planning, retirement planning and family wealth transfer.

### What credentials does Bert Bowler hold?

Bert Bowler holds the CFP credential.

### Is Bert Bowler registered with the SEC?

Yes. Bert Bowler is registered as an investment adviser representative in CT and TX (CRD 2485212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Round Rock Advisors manage?

Round Rock Advisors reports $906.7M across 1,935 accounts in assets under management.

### How do I contact Bert Bowler?

Through Bert's website, roundrockadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2485212): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://roundrockadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.