Robert Anweiler
Anweiler Financial Management · New Haven, Indiana
Robert Anweiler is a fee-only financial advisor at Anweiler Financial Management in New Haven, Indiana, who holds the CFP credential. Anweiler Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Anweiler Financial Management |
|---|---|
| Based in | New Haven, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.3M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IN · CRD 2233643 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Anweiler Financial Management's average account is about $270,000, from its Form ADV (assets managed divided by 190 accounts).
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Questions about Robert
Is Robert Anweiler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Anweiler Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Anweiler Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Anweiler based?
Robert Anweiler is based in New Haven, Indiana.
What credentials does Robert Anweiler hold?
Robert Anweiler holds the CFP credential.
Is Robert Anweiler registered with the SEC?
Yes. Robert Anweiler is registered as an investment adviser representative in CA and IN (CRD 2233643), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anweiler Financial Management manage?
Anweiler Financial Management reports $51.3M across 190 accounts in assets under management.
How do I contact Robert Anweiler?
Contact details aren't on file yet. Search for Anweiler Financial Management.
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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