# Robert Basile

> Robert Basile is a fee-only financial advisor at Basile Financial Group in Palm Harbor, Florida, who holds the CFP credential. Robert focuses on retirement planning. Basile Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-basile-1715503/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Basile Financial Group
- **Based in:** Palm Harbor, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.4M across 27 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 1715503 (https://adviserinfo.sec.gov/individual/summary/1715503)
- **SEC registration:** Investment adviser representative in CO, FL, NY
- **Exams passed:** Series 63 (1987)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://basilefinancial.com

## Frequently asked questions

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

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

### Where is Robert Basile based?

Robert Basile is based in Palm Harbor, Florida.

### What does Robert specialize in?

Robert's specialties include retirement planning.

### What credentials does Robert Basile hold?

Robert Basile holds the CFP credential.

### Is Robert Basile registered with the SEC?

Yes. Robert Basile is registered as an investment adviser representative in CO, FL and NY (CRD 1715503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Basile Financial Group manage?

Basile Financial Group reports $5.4M across 27 accounts in assets under management.

### How do I contact Robert Basile?

Through Robert's website, basilefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1715503): 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://basilefinancial.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.