Robert Maher
Virgil Wealth Advisory · Cincinnati, Ohio
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.
Request an introduction to Robert →
Specialties
Who they serve
- Early-career professionals
- Physicians
- Pre-retirees
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 |
| Assets under management | $1.2M across 21 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, OH · CRD 6576916 |
| Exams passed | Series 63 (2016) · Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.virgilwealth.com |
| Profile |
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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
- Virgil Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.