Robert Graham
Riggs Asset Management · Dallas, Pennsylvania
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $640.0M across 924 accounts |
| SEC registration | Investment adviser representative in PA, VA · CRD 1994460 |
| Exams passed | Series 63 (1990) · Series 65 (1992) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | riggsadvisors.com |
How Robert's firm compares
- The hourly rate is $300, above the Pennsylvania median of $250 for fee-only firms that publish prices.
- Riggs Asset Management's average account is about $693,000, from its Form ADV (assets managed divided by 924 accounts).
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Questions about Robert
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 and VA (CRD 1994460), 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.
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
- Riggs Asset Management 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.
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