# Robert Clary

> Robert Clary is a fee-only financial advisor at Clary Financial in So. Easton, Massachusetts. Clary Financial reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Clary Financial
- **Based in:** So. Easton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $92.9M across 439 accounts
- **CRD:** 841187 (https://adviserinfo.sec.gov/individual/summary/841187)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1984), Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is Robert Clary based?

Robert Clary is based in So. Easton, Massachusetts.

### Is Robert Clary registered with the SEC?

Yes. Robert Clary is registered as an investment adviser representative in MA (CRD 841187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clary Financial manage?

Clary Financial reports $92.9M across 439 accounts in assets under management.

### How do I contact Robert Clary?

Contact details aren't on file yet. Search for Clary Financial.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/841187): 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

---

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