Jeffrey Matchett Robles
Gordian Advisors · Tucson, Arizona
Jeffrey Matchett Robles is a fee-only financial advisor at Gordian Advisors in Tucson, Arizona, who holds the CFP credential. Jeffrey focuses on retirement planning, tax planning and estate & legacy planning. Gordian Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Gordian Advisors |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $265.2M across 343 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, NH · CRD 5294786 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | gordianadvisors.com |
How Jeffrey's firm compares
- Gordian Advisors's average account is about $773,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Jeffrey
Is Jeffrey Matchett Robles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Gordian Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Gordian Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Matchett Robles based?
Jeffrey Matchett Robles is based in Tucson, Arizona.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jeffrey Matchett Robles hold?
Jeffrey Matchett Robles holds the CFP credential.
Is Jeffrey Matchett Robles registered with the SEC?
Yes. Jeffrey Matchett Robles is registered as an investment adviser representative in AZ and NH (CRD 5294786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gordian Advisors manage?
Gordian Advisors reports $265.2M across 343 accounts in assets under management.
How do I contact Jeffrey Matchett Robles?
Through Jeffrey's website, gordianadvisors.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
- Gordian 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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