Robert Florian
Florian Financial Group · Williamsville, New York
Robert Florian is a fee-only financial advisor at Florian Financial Group in Williamsville, New York, who holds the CFP credential. Florian Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Florian Financial Group |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $215.0M across 957 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 1641308 |
| Exams passed | Series 63 (1987) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.florianfinancialgroup.com |
How Robert's firm compares
- Florian Financial Group's average account is about $225,000, from its Form ADV (assets managed divided by 957 accounts).
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Questions about Robert
Is Robert Florian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Florian Financial Group 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, Florian Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Florian based?
Robert Florian is based in Williamsville, New York.
What credentials does Robert Florian hold?
Robert Florian holds the CFP credential.
Is Robert Florian registered with the SEC?
Yes. Robert Florian is registered as an investment adviser representative in NY (CRD 1641308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Florian Financial Group manage?
Florian Financial Group reports $215.0M across 957 accounts in assets under management.
How do I contact Robert Florian?
Through Robert's website, www.florianfinancialgroup.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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