# Robert McKenzie

> Robert McKenzie is a fee-only financial advisor at Boston Research and Management in Manchester, Massachusetts. Boston Research and Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-mckenzie/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Boston Research and Management
- **Based in:** Manchester, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $676.2M across 501 accounts
- **CRD:** 4393552 (https://adviserinfo.sec.gov/individual/summary/4393552)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2002), Series 66 (2012)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.bostonrm.com/

## Frequently asked questions

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

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

### Where is Robert McKenzie based?

Robert McKenzie is based in Manchester, Massachusetts.

### Is Robert McKenzie registered with the SEC?

Yes. Robert McKenzie is registered as an investment adviser representative in MA (CRD 4393552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boston Research and Management manage?

Boston Research and Management reports $676.2M across 501 accounts in assets under management.

### How do I contact Robert McKenzie?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4393552): 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

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