Robert Joel
Salvus Wealth Management · Red Bank, New Jersey
Robert Joel is a fee-only financial advisor at Salvus Wealth Management in Red Bank, New Jersey, who holds the CFP credential. Salvus Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salvus Wealth Management |
|---|---|
| Based in | Red Bank, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $316.5M across 847 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, FL, IA, MD, NJ, NY, PA, TX · CRD 2049509 |
| Exams passed | Series 63 (1990) · Series 65 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | salvuswealth.com |
How Robert's firm compares
- Salvus Wealth Management's average account is about $374,000, from its Form ADV (assets managed divided by 847 accounts).
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Questions about Robert
Is Robert Joel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Salvus Wealth 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's firm, Salvus Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Joel based?
Robert Joel is based in Red Bank, New Jersey.
What credentials does Robert Joel hold?
Robert Joel holds the CFP credential.
Is Robert Joel registered with the SEC?
Yes. Robert Joel is registered as an investment adviser representative in CA, CO, FL, IA, MD, NJ, NY, PA and TX (CRD 2049509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salvus Wealth Management manage?
Salvus Wealth Management reports $316.5M across 847 accounts in assets under management.
How do I contact Robert Joel?
Through Robert's website, salvuswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Red Bank
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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