Robert Copeland
Professional Financial Solutions · Fairfax, Virginia
Robert Copeland is a fee-only financial advisor at Professional Financial Solutions in Fairfax, Virginia, who holds the CFP credential. Professional Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Professional Financial Solutions |
|---|---|
| Based in | Fairfax, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $409.7M across 911 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 4694898 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.profinancialsolutions.com |
How Robert's firm compares
- Professional Financial Solutions's average account is about $450,000, from its Form ADV (assets managed divided by 911 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 Professional Financial Solutions 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, Professional Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Copeland based?
Robert Copeland is based in Fairfax, Virginia.
What credentials does Robert Copeland hold?
Robert Copeland holds the CFP credential.
Is Robert Copeland registered with the SEC?
Yes. Robert Copeland is registered as an investment adviser representative in VA (CRD 4694898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Professional Financial Solutions manage?
Professional Financial Solutions reports $409.7M across 911 accounts in assets under management.
How do I contact Robert Copeland?
Through Robert's website, www.profinancialsolutions.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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