# Robert Brooks

> Robert Brooks is a fee-only financial advisor at The Financial Group in Diamond Bar, California. The Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-brooks/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Financial Group
- **Based in:** Diamond Bar, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $33.7M across 152 accounts
- **CRD:** 1459077 (https://adviserinfo.sec.gov/individual/summary/1459077)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1995), Series 65 (1998)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.thefinancialgrouponline.com/

## Frequently asked questions

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

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

### Where is Robert Brooks based?

Robert Brooks is based in Diamond Bar, California.

### Is Robert Brooks registered with the SEC?

Yes. Robert Brooks is registered as an investment adviser representative in CA and TX (CRD 1459077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Financial Group manage?

The Financial Group reports $33.7M across 152 accounts in assets under management.

### How do I contact Robert Brooks?

Through Robert's website, www.thefinancialgrouponline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1459077): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.