Robert Filosa
Atlantic Edge Wealth · Jacksonville, Florida
Robert Filosa is a fee-only financial advisor at Atlantic Edge Wealth in Jacksonville, Florida. Robert charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atlantic Edge Wealth |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $604.3M across 907 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7160306 |
| Exams passed | Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atlanticedgewealth.com |
How Robert's firm compares
- Atlantic Edge Wealth's average account is about $666,000, from its Form ADV (assets managed divided by 907 accounts).
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Questions about Robert
Is Robert Filosa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Atlantic Edge 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 charges a percentage of assets.
How much does Robert charge?
According to Atlantic Edge Wealth's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Robert Filosa based?
Robert Filosa is based in Jacksonville, Florida.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and estate & legacy planning.
Is Robert Filosa registered with the SEC?
Yes. Robert Filosa is registered as an investment adviser representative in FL (CRD 7160306), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Atlantic Edge Wealth manage?
Atlantic Edge Wealth reports $604.3M across 907 accounts in assets under management.
How do I contact Robert Filosa?
Through Robert's website, www.atlanticedgewealth.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
- Atlantic Edge Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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