# Robert Auclair

> Robert Auclair is a fee-only financial advisor at Balanced Wealth Management in West Warwick, Rhode Island, who holds the CFP credential. Robert focuses on retirement planning. Balanced Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Balanced Wealth Management
- **Based in:** West Warwick, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $102.0M across 503 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2999541 (https://adviserinfo.sec.gov/individual/summary/2999541)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 63 (1999), Series 65 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.balancedwealth.com

## Frequently asked questions

### Is Robert Auclair a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Balanced Wealth 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, Balanced Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Auclair based?

Robert Auclair is based in West Warwick, Rhode Island.

### What does Robert specialize in?

Robert's specialties include retirement planning. Robert works with retirees and pre-retirees.

### What credentials does Robert Auclair hold?

Robert Auclair holds the CFP credential.

### Is Robert Auclair registered with the SEC?

Yes. Robert Auclair is registered as an investment adviser representative in MA and RI (CRD 2999541), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Balanced Wealth Management manage?

Balanced Wealth Management reports $102.0M across 503 accounts in assets under management.

### How do I contact Robert Auclair?

Through Robert's website, www.balancedwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2999541): 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://balancedwealth.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.