Robert Bergstrom
Robert Bergstrom · Bothell, Washington
Robert Bergstrom is a fee-only financial advisor at Robert Bergstrom in Bothell, Washington. Robert Bergstrom reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Robert Bergstrom |
|---|---|
| Based in | Bothell, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $10.3M across 16 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1701030 |
| Exams passed | Series 63 (1987) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Robert Bergstrom's average account is about $642,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Robert
Is Robert Bergstrom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Robert Bergstrom 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, Robert Bergstrom, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Bergstrom based?
Robert Bergstrom is based in Bothell, Washington.
Is Robert Bergstrom registered with the SEC?
Yes. Robert Bergstrom is registered as an investment adviser representative in WA (CRD 1701030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Robert Bergstrom manage?
Robert Bergstrom reports $10.3M across 16 accounts in assets under management.
How do I contact Robert Bergstrom?
Contact details aren't on file yet. Search for Robert Bergstrom.
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
- 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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