Robert Lindstrom
Provision Financial Planning · Towson, Maryland
Robert Lindstrom is a fee-only financial advisor at Provision Financial Planning in Towson, Maryland, who holds the CFP and EA credentials. Provision Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Provision Financial Planning |
|---|---|
| Based in | Towson, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.3M across 169 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in AL, MD · CRD 6539093 |
| Exams passed | Series 63 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Provision Financial Planning's average account is about $167,000, from its Form ADV (assets managed divided by 169 accounts).
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Questions about Robert
Is Robert Lindstrom a fee-only financial advisor?
Yes. Robert Lindstrom is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Provision Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Lindstrom based?
Robert Lindstrom is based in Towson, Maryland.
What credentials does Robert Lindstrom hold?
Robert Lindstrom holds the CFP and EA credentials.
Is Robert Lindstrom registered with the SEC?
Yes. Robert Lindstrom is registered as an investment adviser representative in AL and MD (CRD 6539093), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Provision Financial Planning manage?
Provision Financial Planning reports $28.3M across 169 accounts in assets under management.
How do I contact Robert Lindstrom?
Contact details aren't on file yet. Search for Provision Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Towson
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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