# Robert McCARTHY

> Robert McCARTHY is a fee-only financial advisor at Alternative Capitalis in Wrentham, Massachusetts. Robert charges a percentage of assets, hourly fees and a flat fee or retainer (no asset minimum) and focuses on retirement planning and pension planning.

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

## Facts

- **Firm:** Alternative Capitalis
- **Based in:** Wrentham, Massachusetts
- **Fee model:** Percentage of assets; Hourly; Flat fee or retainer
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $107.8M across 231 accounts
- **Specialties:** Retirement planning, Pension planning
- **CRD:** 4346871 (https://adviserinfo.sec.gov/individual/summary/4346871)
- **SEC registration:** Investment adviser representative in FL, MA, ME, NH
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.altcapitalis.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Alternative Capitalis 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, hourly fees and a flat fee or retainer.

### How much does Robert charge?

According to Alternative Capitalis's website, checked October 30, 2026: no asset minimum.

### Where is Robert McCARTHY based?

Robert McCARTHY is based in Wrentham, Massachusetts.

### What does Robert specialize in?

Robert's specialties include retirement planning and pension planning.

### Is Robert McCARTHY registered with the SEC?

Yes. Robert McCARTHY is registered as an investment adviser representative in FL, MA, ME and NH (CRD 4346871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Alternative Capitalis manage?

Alternative Capitalis reports $107.8M across 231 accounts in assets under management.

### How do I contact Robert McCARTHY?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4346871): 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.altcapitalis.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.