Robert Gregov
Roche Financial Partners · Hopewell, New Jersey
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.
Request an introduction to Robert →
Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Founders
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 | $72.8M across 136 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ, NY, OH, PA · CRD 4899295 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rochepartners.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 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.
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
- Roche Financial Partners 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.