# Robert Gregov

> Robert Gregov is a fee-only financial advisor at Roche Financial Partners in Hopewell, New Jersey, who holds the CFP and CFA credentials. Robert charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Roche Financial Partners
- **Based in:** Hopewell, New Jersey
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed; no asset minimum
- **Assets under management (firm):** $72.8M across 136 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees, High earners, Founders
- **CRD:** 4899295 (https://adviserinfo.sec.gov/individual/summary/4899295)
- **SEC registration:** Investment adviser representative in NJ, NY, OH, PA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.rochepartners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Roche Financial Partners 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 an ongoing planning fee.

### How much does Robert charge?

According to Roche Financial Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.

### Where is Robert Gregov based?

Robert Gregov is based in Hopewell, New Jersey.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Robert works with retirees, pre-retirees, high earners and founders.

### What credentials does Robert Gregov hold?

Robert Gregov holds the CFP and CFA credentials.

### Is Robert Gregov registered with the SEC?

Yes. Robert Gregov is registered as an investment adviser representative in NJ, NY, OH and PA (CRD 4899295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roche Financial Partners manage?

Roche Financial Partners reports $72.8M across 136 accounts in assets under management.

### How do I contact Robert Gregov?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4899295): 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://rochepartners.com/): specialties, clients served, and fees, checked October 30, 2026

---

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