Robert DeLucas
Afton Advisors, LLC · Nashville, Tennessee
Robert DeLucas is a fee-only financial advisor at Afton Advisors, LLC in Nashville, Tennessee, who holds the CFP, ChFC and MBA credentials. Robert charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $8,000 a year and one-time plans from $3,000) and focuses on flat-fee planning, retirement planning and tax planning.
Request an introduction to Robert →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Afton Advisors, LLC |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · One-time plans from $3,000 · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $109.3M across 336 accounts |
| Credentials | CFP · ChFC · MBA · RICP |
| SEC registration | Investment adviser representative in MI, TN, TX · CRD 5316809 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | aftonadvisors.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $8,000 a year, above the Tennessee median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Tennessee median of $2,000 for fee-only firms that publish prices.
- Afton Advisors, LLC's average account is about $325,000, from its Form ADV (assets managed divided by 336 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert DeLucas a fee-only financial advisor?
Yes. Robert DeLucas is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Robert charge?
According to Afton Advisors, LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; one-time plans from $3,000; no asset minimum.
Does Robert work with clients virtually?
Yes. Afton Advisors, LLC says on its website that it works with clients remotely.
Where is Robert DeLucas based?
Robert DeLucas is based in Nashville, Tennessee.
What does Robert specialize in?
Robert's specialties include flat-fee planning, retirement planning and tax planning. Robert works with pre-retirees and retirees.
What credentials does Robert DeLucas hold?
Robert DeLucas holds the CFP, ChFC, MBA and RICP credentials.
Is Robert DeLucas registered with the SEC?
Yes. Robert DeLucas is registered as an investment adviser representative in MI, TN and TX (CRD 5316809), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Afton Advisors, LLC manage?
Afton Advisors, LLC reports $109.3M across 336 accounts in assets under management.
How do I contact Robert DeLucas?
Through Robert's website, aftonadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Afton Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.