# Robert Mascia

> Robert Mascia is a fee-only financial advisor at Green Ridge Wealth Planning in Montville, New Jersey. Robert focuses on founders (pre-exit) and small business owners. Green Ridge Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Green Ridge Wealth Planning
- **Based in:** Montville, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $389.6M across 907 accounts
- **Specialties:** Founders (pre-exit), Small business owners
- **Works with:** Founders
- **CRD:** 6002851 (https://adviserinfo.sec.gov/individual/summary/6002851)
- **SEC registration:** Investment adviser representative in NH, NJ, TX
- **Exams passed:** Series 63 (2012), Series 65 (2013)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://grwealthplan.com/

## Frequently asked questions

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

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

### Where is Robert Mascia based?

Robert Mascia is based in Montville, New Jersey.

### What does Robert specialize in?

Robert's specialties include founders (pre-exit) and small business owners. Robert works with founders.

### Is Robert Mascia registered with the SEC?

Yes. Robert Mascia is registered as an investment adviser representative in NH, NJ and TX (CRD 6002851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Green Ridge Wealth Planning manage?

Green Ridge Wealth Planning reports $389.6M across 907 accounts in assets under management.

### How do I contact Robert Mascia?

Through Robert's website, grwealthplan.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6002851): 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://grwealthplan.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.