Robert Kuftinec
Auour Investments · Woburn, Massachusetts
Robert Kuftinec is a fee-only financial advisor at Auour Investments in Woburn, Massachusetts. Robert focuses on estate & legacy planning and tax planning. Auour Investments reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Auour Investments |
|---|---|
| Based in | Woburn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $378.0M across 833 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2299726 |
| Exams passed | Series 63 (1993) · Series 65 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.auour.com |
| Profile |
How Robert's firm compares
- Auour Investments's average account is about $454,000, from its Form ADV (assets managed divided by 833 accounts).
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Questions about Robert
Is Robert Kuftinec a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Auour Investments 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, Auour Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Kuftinec based?
Robert Kuftinec is based in Woburn, Massachusetts.
What does Robert specialize in?
Robert's specialties include estate & legacy planning and tax planning.
Is Robert Kuftinec registered with the SEC?
Yes. Robert Kuftinec is registered as an investment adviser representative in MA (CRD 2299726), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Auour Investments manage?
Auour Investments reports $378.0M across 833 accounts in assets under management.
How do I contact Robert Kuftinec?
Through Robert's website, www.auour.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
- Auour Investments 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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