# Robert Florek

> Robert Florek is a fee-only financial advisor at Florek Financial in Duxbury, Massachusetts, who holds the CFP credential. Robert focuses on tax planning, estate & legacy planning and family wealth transfer. Florek Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-florek/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Florek Financial
- **Based in:** Duxbury, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $511.0M across 530 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 4751649 (https://adviserinfo.sec.gov/individual/summary/4751649)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.florekfinancial.com

## Frequently asked questions

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

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

### Where is Robert Florek based?

Robert Florek is based in Duxbury, Massachusetts.

### What does Robert specialize in?

Robert's specialties include tax planning, estate & legacy planning and family wealth transfer. Robert works with multi-generational families and ultra high net worth.

### What credentials does Robert Florek hold?

Robert Florek holds the CFP credential.

### Is Robert Florek registered with the SEC?

Yes. Robert Florek is registered as an investment adviser representative in MA (CRD 4751649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Florek Financial manage?

Florek Financial reports $511.0M across 530 accounts in assets under management.

### How do I contact Robert Florek?

Through Robert's website, www.florekfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4751649): 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
- The firm's website (https://florekfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.