Robert Kubiszyn
Blue Bear Financial · Mt. Pleasant, South Carolina
Robert Kubiszyn is a fee-only financial advisor at Blue Bear Financial in Mt. Pleasant, South Carolina. Blue Bear Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Blue Bear Financial |
|---|---|
| Based in | Mt. Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.4M across 554 accounts |
| SEC registration | Investment adviser representative in SC · CRD 8240519 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | bluebearprivatewealth.com |
How Robert's firm compares
- Blue Bear Financial's average account is about $266,000, from its Form ADV (assets managed divided by 554 accounts).
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Questions about Robert
Is Robert Kubiszyn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Blue Bear Financial 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, Blue Bear Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Kubiszyn based?
Robert Kubiszyn is based in Mt. Pleasant, South Carolina.
Is Robert Kubiszyn registered with the SEC?
Yes. Robert Kubiszyn is registered as an investment adviser representative in SC (CRD 8240519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Bear Financial manage?
Blue Bear Financial reports $147.4M across 554 accounts in assets under management.
How do I contact Robert Kubiszyn?
Through Robert's website, bluebearprivatewealth.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
- 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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