Robert Liggero
Financial Prescriptions · Atlantic Beach, Florida
Robert Liggero is a fee-only financial advisor at Financial Prescriptions in Atlantic Beach, Florida, who holds the CFP credential. Financial Prescriptions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Financial Prescriptions |
|---|---|
| Based in | Atlantic Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $12.8M across 22 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NC · CRD 4623608 |
| Exams passed | Series 63 (2003) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Robert's firm compares
- Financial Prescriptions's average account is about $582,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Robert
Is Robert Liggero a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Financial Prescriptions 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, Financial Prescriptions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Liggero based?
Robert Liggero is based in Atlantic Beach, Florida.
What credentials does Robert Liggero hold?
Robert Liggero holds the CFP credential.
Is Robert Liggero registered with the SEC?
Yes. Robert Liggero is registered as an investment adviser representative in FL and NC (CRD 4623608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Financial Prescriptions manage?
Financial Prescriptions reports $12.8M across 22 accounts in assets under management.
How do I contact Robert Liggero?
Contact details aren't on file yet. Search for Financial Prescriptions.
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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