Robert Auclair
Balanced Wealth Management · West Warwick, Rhode Island
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Balanced Wealth Management |
|---|---|
| Based in | West Warwick, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $102.0M across 503 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, RI · CRD 2999541 |
| Exams passed | Series 63 (1999) · Series 65 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.balancedwealth.com |
| Profile |
How Robert's firm compares
- Balanced Wealth Management's average account is about $203,000, from its Form ADV (assets managed divided by 503 accounts).
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Questions about Robert
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.
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
- Balanced Wealth Management 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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