Bert Bowler
Round Rock Advisors · Wilton, Connecticut
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.
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Specialties
Facts
| Firm | Round Rock Advisors |
|---|---|
| Based in | Wilton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $906.7M across 1,935 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 2485212 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 22 employees |
| Disclosures | Reported; see the SEC record |
| Website | roundrockadvisors.com |
How Bert's firm compares
- Round Rock Advisors's average account is about $469,000, from its Form ADV (assets managed divided by 1,935 accounts).
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Questions about Bert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Round Rock Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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