Robert Barron
Signet Financial Management of Southwest Florida · Parsippany, New Jersey
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.
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Specialties
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 |
| Assets under management | $1.18B across 1,932 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 7498694 |
| Exams passed | Series 65 (2022) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | signetswfl.com |
How Robert's firm compares
- Signet Financial Management of Southwest Florida's average account is about $609,000, from its Form ADV (assets managed divided by 1,932 accounts).
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Questions about Robert
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.
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
- Signet Financial Management of Southwest Florida 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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