Robert Boehner
Financial Consulate · Gettysburg, Pennsylvania
Robert Boehner is a fee-only financial advisor at Financial Consulate in Gettysburg, Pennsylvania, who holds the CFP credential. Financial Consulate reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Consulate |
|---|---|
| Based in | Gettysburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.10B across 3,375 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6737672 |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.financialphysical.com |
How Robert's firm compares
- Financial Consulate's average account is about $325,000, from its Form ADV (assets managed divided by 3,375 accounts).
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Questions about Robert
Is Robert Boehner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Financial Consulate 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, Financial Consulate, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Boehner based?
Robert Boehner is based in Gettysburg, Pennsylvania.
What credentials does Robert Boehner hold?
Robert Boehner holds the CFP credential.
Is Robert Boehner registered with the SEC?
Yes. Robert Boehner is registered as an investment adviser representative in PA (CRD 6737672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Consulate manage?
Financial Consulate reports $1.10B across 3,375 accounts in assets under management.
How do I contact Robert Boehner?
Through Robert's website, www.financialphysical.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
- 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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