# Robert Graham

> Robert Graham is a fee-only financial advisor at Riggs Asset Management in Dallas, Pennsylvania. Robert charges a percentage of assets and hourly fees ($300 an hour and 1% a year on the first tier of assets managed) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/robert-graham-6929095/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Riggs Asset Management
- **Based in:** Dallas, Pennsylvania
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $300 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $640.0M across 924 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6929095 (https://adviserinfo.sec.gov/individual/summary/6929095)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://riggsadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Riggs Asset Management 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 and hourly fees.

### How much does Robert charge?

According to Riggs Asset Management's website, checked October 30, 2026: $300 an hour; 1% a year on the first tier of assets managed.

### Where is Robert Graham based?

Robert Graham is based in Dallas, Pennsylvania.

### What does Robert specialize in?

Robert's specialties include family wealth transfer. Robert works with multi-generational families.

### Is Robert Graham registered with the SEC?

Yes. Robert Graham is registered as an investment adviser representative in PA (CRD 6929095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Riggs Asset Management manage?

Riggs Asset Management reports $640.0M across 924 accounts in assets under management.

### How do I contact Robert Graham?

Through Robert's website, riggsadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6929095): 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://www.riggsadvisors.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.