# Robert Faulkner

> Robert Faulkner is a fee-only financial advisor at Wealthbridge Capital Management in Westerville, Ohio. Wealthbridge Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wealthbridge Capital Management
- **Based in:** Westerville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $709.7M across 1,890 accounts
- **CRD:** 4426185 (https://adviserinfo.sec.gov/individual/summary/4426185)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 65 (2005), Series 66 (2001)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://wealthbridgecm.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Wealthbridge Capital Management 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, Wealthbridge Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Faulkner based?

Robert Faulkner is based in Westerville, Ohio.

### Is Robert Faulkner registered with the SEC?

Yes. Robert Faulkner is registered as an investment adviser representative in OH and TX (CRD 4426185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthbridge Capital Management manage?

Wealthbridge Capital Management reports $709.7M across 1,890 accounts in assets under management.

### How do I contact Robert Faulkner?

Through Robert's website, wealthbridgecm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4426185): 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.