Robert Finley
Virtue Asset Management · Chicago, Illinois
Robert Finley is a fee-only financial advisor at Virtue Asset Management in Chicago, Illinois, who holds the CFA and CFP credentials. Robert focuses on retirement planning and estate & legacy planning. Virtue Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Virtue Asset Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $211.4M across 261 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 6630435 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | virtueassetmanagement.com |
| Profile |
How Robert's firm compares
- Virtue Asset Management's average account is about $810,000, from its Form ADV (assets managed divided by 261 accounts).
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Questions about Robert
Is Robert Finley a fee-only financial advisor?
Yes. Robert Finley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Virtue Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Finley based?
Robert Finley is based in Chicago, Illinois.
What does Robert specialize in?
Robert's specialties include retirement planning and estate & legacy planning.
What credentials does Robert Finley hold?
Robert Finley holds the CFA and CFP credentials.
Is Robert Finley registered with the SEC?
Yes. Robert Finley is registered as an investment adviser representative in IL and TX (CRD 6630435), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Virtue Asset Management manage?
Virtue Asset Management reports $211.4M across 261 accounts in assets under management.
How do I contact Robert Finley?
Through Robert's website, virtueassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Virtue Asset Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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