Robert Basile
Basile Financial Group · Palm Harbor, Florida
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.
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Specialties
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 | $5.4M across 27 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, FL, NY · CRD 1715503 |
| Exams passed | Series 63 (1987) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | basilefinancial.com |
How Robert's firm compares
- Basile Financial Group's average account is about $200,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Robert
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.
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
- Basile Financial Group 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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