Robert Barth
Aventine Financial Group LLC · Doylestown, Pennsylvania
Robert Barth is a fee-only financial advisor at Aventine Financial Group LLC in Doylestown, Pennsylvania, who holds the CFP and CPA credentials. Aventine Financial Group LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aventine Financial Group LLC |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $153.1M across 351 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in PA · CRD 7722502 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | aventinefg.com |
| Profile |
How Robert's firm compares
- Aventine Financial Group LLC's average account is about $436,000, from its Form ADV (assets managed divided by 351 accounts).
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Questions about Robert
Is Robert Barth a fee-only financial advisor?
Yes. Robert Barth is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Aventine Financial Group LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Barth based?
Robert Barth is based in Doylestown, Pennsylvania.
What credentials does Robert Barth hold?
Robert Barth holds the CFP and CPA credentials.
Is Robert Barth registered with the SEC?
Yes. Robert Barth is registered as an investment adviser representative in PA (CRD 7722502), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Aventine Financial Group LLC manage?
Aventine Financial Group LLC reports $153.1M across 351 accounts in assets under management.
How do I contact Robert Barth?
Through Robert's website, aventinefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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