Robert Deiana
Lighthouse Financial · Marblehead, Massachusetts
Robert Deiana is a fee-only financial advisor at Lighthouse Financial in Marblehead, Massachusetts. Robert focuses on retirement planning. Lighthouse Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lighthouse Financial |
|---|---|
| Based in | Marblehead, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $99.3M across 408 accounts |
| SEC registration | Investment adviser representative in MA, NC, NH · CRD 2973634 |
| Exams passed | Series 63 (2007) · Series 66 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lhfmarblehead.com |
How Robert's firm compares
- Lighthouse Financial's average account is about $243,000, from its Form ADV (assets managed divided by 408 accounts).
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Questions about Robert
Is Robert Deiana a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Lighthouse 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, Lighthouse Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Deiana based?
Robert Deiana is based in Marblehead, Massachusetts.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Deiana registered with the SEC?
Yes. Robert Deiana is registered as an investment adviser representative in MA, NC and NH (CRD 2973634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lighthouse Financial manage?
Lighthouse Financial reports $99.3M across 408 accounts in assets under management.
How do I contact Robert Deiana?
Through Robert's website, www.lhfmarblehead.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
- Lighthouse Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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