# Robert Drury

> Robert Drury is a fee-only financial advisor at 7PW Wealth in Charlotte, North Carolina, who holds the CFP and CFA credentials. 7PW Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** 7PW Wealth
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $39.0M across 118 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5036918 (https://adviserinfo.sec.gov/individual/summary/5036918)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.7pwwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and 7PW Wealth 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, 7PW Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Drury based?

Robert Drury is based in Charlotte, North Carolina.

### What credentials does Robert Drury hold?

Robert Drury holds the CFP and CFA credentials.

### Is Robert Drury registered with the SEC?

Yes. Robert Drury is registered as an investment adviser representative in NC (CRD 5036918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 7PW Wealth manage?

7PW Wealth reports $39.0M across 118 accounts in assets under management.

### How do I contact Robert Drury?

Through Robert's website, www.7pwwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5036918): 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.