Robert Fazio
Chattahoochee Wealth · Cumming, Georgia
Robert Fazio is a fee-only financial advisor at Chattahoochee Wealth in Cumming, Georgia, who holds the CFP and CFA credentials. Chattahoochee Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Chattahoochee Wealth |
|---|---|
| Based in | Cumming, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.9M across 19 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in GA · CRD 7561757 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.chattahoocheewealth.com |
How Robert's firm compares
- Chattahoochee Wealth's average account is about $470,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Robert
Is Robert Fazio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Chattahoochee 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, Chattahoochee Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Fazio based?
Robert Fazio is based in Cumming, Georgia.
What credentials does Robert Fazio hold?
Robert Fazio holds the CFP and CFA credentials.
Is Robert Fazio registered with the SEC?
Yes. Robert Fazio is registered as an investment adviser representative in GA (CRD 7561757), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chattahoochee Wealth manage?
Chattahoochee Wealth reports $8.9M across 19 accounts in assets under management.
How do I contact Robert Fazio?
Through Robert's website, www.chattahoocheewealth.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.
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