# Robert Dufresne

> Robert Dufresne is a fee-only financial advisor at Planned Financial Security in Haines City, Florida, who holds the CFP credential. Planned Financial Security reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Planned Financial Security
- **Based in:** Haines City, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $41.5M across 55 accounts
- **Credentials:** CFP
- **CRD:** 2876587 (https://adviserinfo.sec.gov/individual/summary/2876587)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

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

### Where is Robert Dufresne based?

Robert Dufresne is based in Haines City, Florida.

### What credentials does Robert Dufresne hold?

Robert Dufresne holds the CFP credential.

### Is Robert Dufresne registered with the SEC?

Yes. Robert Dufresne is registered as an investment adviser representative in FL (CRD 2876587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planned Financial Security manage?

Planned Financial Security reports $41.5M across 55 accounts in assets under management.

### How do I contact Robert Dufresne?

Contact details aren't on file yet. Search for Planned Financial Security.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2876587): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.