# Robert Long

> Robert Long is a fee-only financial advisor at Westbourne Investments in Alexandria, Virginia, who holds the CFA credential. Westbourne Investments reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-long/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Westbourne Investments
- **Based in:** Alexandria, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $276.4M across 393 accounts
- **Credentials:** CFA
- **CRD:** 858858 (https://adviserinfo.sec.gov/individual/summary/858858)
- **SEC registration:** Investment adviser representative in VA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.westbourneinv.com

## Frequently asked questions

### Is Robert Long a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Westbourne 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, Westbourne Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Long based?

Robert Long is based in Alexandria, Virginia.

### What credentials does Robert Long hold?

Robert Long holds the CFA credential.

### Is Robert Long registered with the SEC?

Yes. Robert Long is registered as an investment adviser representative in VA (CRD 858858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Westbourne Investments manage?

Westbourne Investments reports $276.4M across 393 accounts in assets under management.

### How do I contact Robert Long?

Through Robert's website, www.westbourneinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/858858): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.