Robert Florek
Florek Financial · Duxbury, Massachusetts
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.
Request an introduction to Robert →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Florek Financial |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $511.0M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4751649 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.florekfinancial.com |
| Profile |
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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
- Florek Financial 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.
See something wrong? Request a correction. Read our methodology.