Bobbie Munroe
Supporting Your Choices · Havana, Florida
Bobbie Munroe is a fee-only financial advisor at Supporting Your Choices in Havana, Florida, who holds the CFP credential. Supporting Your Choices reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Supporting Your Choices |
|---|---|
| Based in | Havana, Florida |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $46.5M across 97 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 3106212 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.supportingyourchoices.com |
| Profile |
How Bobbie's firm compares
- Supporting Your Choices's average account is about $479,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Bobbie
Is Bobbie Munroe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bobbie holds no broker registration, and Supporting Your Choices reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bobbie charge for financial advice?
Bobbie's firm, Supporting Your Choices, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Bobbie Munroe based?
Bobbie Munroe is based in Havana, Florida.
What credentials does Bobbie Munroe hold?
Bobbie Munroe holds the CFP credential.
Is Bobbie Munroe registered with the SEC?
Yes. Bobbie Munroe is registered as an investment adviser representative in GA and TX (CRD 3106212), 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 Supporting Your Choices manage?
Supporting Your Choices reports $46.5M across 97 accounts in assets under management.
How do I contact Bobbie Munroe?
Through Bobbie's website, www.supportingyourchoices.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
- 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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