Robert Machado
Compass Rose Financial Planning & Investment Management · Palm Springs, California
Robert Machado is a fee-only financial advisor at Compass Rose Financial Planning & Investment Management in Palm Springs, California, who holds the BS, CFP and MBA credentials. Robert charges a percentage of assets (0.85% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Compass Rose Financial Planning & Investment Management |
|---|---|
| Based in | Palm Springs, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed · A $500,000 asset minimum |
| Credentials | BS · CFP · MBA · MSFP |
| SEC registration | Investment adviser representative in CA · CRD 4935167 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | compassrosefp.com |
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Questions about Robert
Is Robert Machado a fee-only financial advisor?
Yes. Robert Machado is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 charges a percentage of assets.
How much does Robert charge?
According to Compass Rose Financial Planning & Investment Management's website, checked October 28, 2026: 0.85% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Robert Machado based?
Robert Machado is based in Palm Springs, California.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, retirement planning and tax planning.
What credentials does Robert Machado hold?
Robert Machado holds the BS, CFP, MBA and MSFP credentials.
Is Robert Machado registered with the SEC?
Yes. Robert Machado is registered as an investment adviser representative in CA (CRD 4935167), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Robert Machado?
Through Robert's website, compassrosefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Compass Rose Financial Planning & Investment Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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