# Robert Mahoney

> Robert Mahoney is a fee-only financial advisor at RFM Investment Advisor in Boca Raton, Florida. RFM Investment Advisor reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** RFM Investment Advisor
- **Based in:** Boca Raton, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.0M across 123 accounts
- **CRD:** 5240439 (https://adviserinfo.sec.gov/individual/summary/5240439)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.rfminvest.com

## Frequently asked questions

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

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

### Where is Robert Mahoney based?

Robert Mahoney is based in Boca Raton, Florida.

### Is Robert Mahoney registered with the SEC?

Yes. Robert Mahoney is registered as an investment adviser representative in FL (CRD 5240439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does RFM Investment Advisor manage?

RFM Investment Advisor reports $14.0M across 123 accounts in assets under management.

### How do I contact Robert Mahoney?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5240439): 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://rfminvest.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.