# Robert Barron

> Robert Barron is a fee-only financial advisor at Signet Financial Management of Southwest Florida in Parsippany, New Jersey, who holds the CFA credential. Robert focuses on retirement planning, estate & legacy planning and tax planning. Signet Financial Management of Southwest Florida reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Signet Financial Management of Southwest Florida
- **Based in:** Parsippany, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.18B across 1,932 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7498694 (https://adviserinfo.sec.gov/individual/summary/7498694)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://signetswfl.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Signet Financial Management of Southwest Florida 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, Signet Financial Management of Southwest Florida, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Barron based?

Robert Barron is based in Parsippany, New Jersey.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Robert Barron hold?

Robert Barron holds the CFA credential.

### Is Robert Barron registered with the SEC?

Yes. Robert Barron is registered as an investment adviser representative in VA (CRD 7498694), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Signet Financial Management of Southwest Florida manage?

Signet Financial Management of Southwest Florida reports $1.18B across 1,932 accounts in assets under management.

### How do I contact Robert Barron?

Through Robert's website, signetswfl.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7498694): 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://www.signetswfl.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.