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Advisor

Robert Bonine

Lifelong Wealth Advisors · Arden Hills, Minnesota

Robert Bonine is a fee-only financial advisor at Lifelong Wealth Advisors in Arden Hills, Minnesota, who holds the CFP credential. Lifelong Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Facts

FirmLifelong Wealth Advisors
Based in Arden Hills, Minnesota
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$710.4M across 2,618 accounts
CredentialsCFP
SEC registration Investment adviser representative in MN, TX · CRD 5362686
Exams passedSeries 63 (2009)
Firm size12 employees
Disclosures None reported
Websitellwadvisors.com

How Robert's firm compares

  • Lifelong Wealth Advisors's average account is about $271,000, from its Form ADV (assets managed divided by 2,618 accounts).

What fee-only advisors charge in Minnesota

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Questions about Robert

Is Robert Bonine a fee-only financial advisor?

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

Where is Robert Bonine based?

Robert Bonine is based in Arden Hills, Minnesota.

What credentials does Robert Bonine hold?

Robert Bonine holds the CFP credential.

Is Robert Bonine registered with the SEC?

Yes. Robert Bonine is registered as an investment adviser representative in MN and TX (CRD 5362686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Lifelong Wealth Advisors manage?

Lifelong Wealth Advisors reports $710.4M across 2,618 accounts in assets under management.

How do I contact Robert Bonine?

Through Robert's website, llwadvisors.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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