Robert Copeland
Copeland Wealth Management · Clarksville, Tennessee
Robert Copeland is a fee-only financial advisor at Copeland Wealth Management in Clarksville, Tennessee. Copeland Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Copeland Wealth Management |
|---|---|
| Based in | Clarksville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $52.3M across 182 accounts |
| SEC registration | Investment adviser representative in FL, TN · CRD 4132630 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.copelandwealthmanagement.com |
| Profile |
How Robert's firm compares
- Copeland Wealth Management's average account is about $287,000, from its Form ADV (assets managed divided by 182 accounts).
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Questions about Robert
Is Robert Copeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Copeland Wealth Management 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, Copeland Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Robert Copeland based?
Robert Copeland is based in Clarksville, Tennessee.
Is Robert Copeland registered with the SEC?
Yes. Robert Copeland is registered as an investment adviser representative in FL and TN (CRD 4132630), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Copeland Wealth Management manage?
Copeland Wealth Management reports $52.3M across 182 accounts in assets under management.
How do I contact Robert Copeland?
Through Robert's website, www.copelandwealthmanagement.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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