# Robert Maher

> Robert Maher is a fee-only financial advisor at Virgil Wealth Advisory in Cincinnati, Ohio, who holds the CFA credential. Robert charges a percentage of assets and a one-time planning fee (one-time plans from $1,500 and 0.75% a year on the first tier of assets managed) and focuses on physicians & residents, estate & legacy planning and student loans.

Page: https://find.wellspent.co/advisors/robert-maher/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Virgil Wealth Advisory
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,500; 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.2M across 21 accounts
- **Credentials:** CFA
- **Specialties:** Physicians & residents, Estate & legacy planning, Student loans, Retirement planning
- **Works with:** Early-career professionals, Physicians, Pre-retirees
- **CRD:** 6576916 (https://adviserinfo.sec.gov/individual/summary/6576916)
- **SEC registration:** Investment adviser representative in NY, OH
- **Exams passed:** Series 63 (2016), Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.virgilwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Virgil Wealth Advisory 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 a percentage of assets and a one-time planning fee.

### How much does Robert charge?

According to Virgil Wealth Advisory's website, checked October 30, 2026: one-time plans from $1,500; 0.75% a year on the first tier of assets managed.

### Where is Robert Maher based?

Robert Maher is based in Cincinnati, Ohio.

### What does Robert specialize in?

Robert's specialties include physicians & residents, estate & legacy planning, student loans and retirement planning. Robert works with early-career professionals, physicians and pre-retirees.

### What credentials does Robert Maher hold?

Robert Maher holds the CFA credential.

### Is Robert Maher registered with the SEC?

Yes. Robert Maher is registered as an investment adviser representative in NY and OH (CRD 6576916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Virgil Wealth Advisory manage?

Virgil Wealth Advisory reports $1.2M across 21 accounts in assets under management.

### How do I contact Robert Maher?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6576916): 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
- The firm's website (https://www.virgilwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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