Robert Caverly
Bond & Devick Wealth Partners · Saint Louis Park, Minnesota
Robert Caverly is a fee-only financial advisor at Bond & Devick Wealth Partners in Saint Louis Park, Minnesota, who holds the CFP credential. Bond & Devick Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bond & Devick Wealth Partners |
|---|---|
| Based in | Saint Louis Park, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $705.5M across 1,301 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6213948 |
| Exams passed | Series 66 (2013) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.bondanddevick.com |
How Robert's firm compares
- Bond & Devick Wealth Partners's average account is about $542,000, from its Form ADV (assets managed divided by 1,301 accounts).
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Questions about Robert
Is Robert Caverly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Bond & Devick Wealth Partners 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, Bond & Devick Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Caverly based?
Robert Caverly is based in Saint Louis Park, Minnesota.
What credentials does Robert Caverly hold?
Robert Caverly holds the CFP credential.
Is Robert Caverly registered with the SEC?
Yes. Robert Caverly is registered as an investment adviser representative in MN (CRD 6213948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bond & Devick Wealth Partners manage?
Bond & Devick Wealth Partners reports $705.5M across 1,301 accounts in assets under management.
How do I contact Robert Caverly?
Through Robert's website, www.bondanddevick.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis Park
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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