Robert Dunbar
Dunbar Associates · Monroe, Connecticut
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.
Request an introduction to Robert →
Facts
| Firm | Dunbar Associates |
|---|---|
| Based in | Monroe, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $307.5M across 312 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5663056 |
| Exams passed | Series 63 (2012) · Series 65 (2022) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | dunbarassociatesllc.com |
How Robert's firm compares
- Dunbar Associates's average account is about $986,000, from its Form ADV (assets managed divided by 312 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 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.
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
- 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.
See something wrong? Request a correction. Read our methodology.