# Robert Dunbar

> Robert Dunbar is a fee-only financial advisor at Dunbar Associates in Monroe, Connecticut. Dunbar Associates reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Dunbar Associates
- **Based in:** Monroe, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $307.5M across 312 accounts
- **CRD:** 5663056 (https://adviserinfo.sec.gov/individual/summary/5663056)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (2012), Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://dunbarassociatesllc.com

## Frequently asked questions

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

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

### Where is Robert Dunbar based?

Robert Dunbar is based in Monroe, Connecticut.

### Is Robert Dunbar registered with the SEC?

Yes. Robert Dunbar is registered as an investment adviser representative in CT (CRD 5663056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Dunbar Associates manage?

Dunbar Associates reports $307.5M across 312 accounts in assets under management.

### How do I contact Robert Dunbar?

Through Robert's website, dunbarassociatesllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5663056): 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.