Robert Leahy
MFC Portfolios · Darien, Connecticut
Robert Leahy is a fee-only financial advisor at MFC Portfolios in Darien, Connecticut, who holds the CFP and ChFC credentials. Robert charges hourly fees (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Robert →
Specialties
Who they serve
- Executives
- Founders
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | MFC Portfolios |
|---|---|
| Based in | Darien, Connecticut |
| Fee model | Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $61.4M across 37 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CT, MD · CRD 2079799 |
| Exams passed | Series 63 (1990) · Series 65 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mfcportfolios.com |
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 Leahy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and MFC Portfolios 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 hourly fees.
How much does Robert charge?
According to MFC Portfolios's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Robert Leahy based?
Robert Leahy is based in Darien, Connecticut.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and estate & legacy planning. Robert works with executives, founders, retirees, pre-retirees and high earners.
What credentials does Robert Leahy hold?
Robert Leahy holds the CFP and ChFC credentials.
Is Robert Leahy registered with the SEC?
Yes. Robert Leahy is registered as an investment adviser representative in CT and MD (CRD 2079799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MFC Portfolios manage?
MFC Portfolios reports $61.4M across 37 accounts in assets under management.
How do I contact Robert Leahy?
Through Robert's website, mfcportfolios.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
- MFC Portfolios 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.