Robert Bartley
Bartley Financial Advisors · Bedford, New Hampshire
Robert Bartley is a fee-only financial advisor at Bartley Financial Advisors in Bedford, New Hampshire, who holds the CFP and CPA credentials. Robert charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on tax planning, physicians & residents and estate & legacy planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Bartley Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $151.6M across 497 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MA, NH · CRD 3070452 |
| Exams passed | Series 63 (1998) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | bartleyfinancial.com |
How Robert's firm compares
- Bartley Financial Advisors's average account is about $305,000, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Robert
Is Robert Bartley a fee-only financial advisor?
Yes. Robert Bartley 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 charges a percentage of assets and an ongoing planning fee.
How much does Robert charge?
According to Bartley Financial Advisors's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is Robert Bartley based?
Robert Bartley is based in Bedford, New Hampshire.
What does Robert specialize in?
Robert's specialties include tax planning, physicians & residents and estate & legacy planning. Robert works with physicians.
What credentials does Robert Bartley hold?
Robert Bartley holds the CFP and CPA credentials.
Is Robert Bartley registered with the SEC?
Yes. Robert Bartley is registered as an investment adviser representative in MA and NH (CRD 3070452), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bartley Financial Advisors manage?
Bartley Financial Advisors reports $151.6M across 497 accounts in assets under management.
How do I contact Robert Bartley?
Through Robert's website, bartleyfinancial.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
- Bartley Financial Advisors website : specialties, clients served, and fees, checked October 28, 2026
- 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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