Robert McLemore
Abbot Financial Management · Andover, Massachusetts
Robert McLemore is a fee-only financial advisor at Abbot Financial Management in Andover, Massachusetts. Abbot Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Abbot Financial Management |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $358.9M across 534 accounts |
| SEC registration | Investment adviser representative in MA, SC, TX · CRD 1226566 |
| Exams passed | Series 63 (1984) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.abbotfm.com |
How Robert's firm compares
- Abbot Financial Management's average account is about $672,000, from its Form ADV (assets managed divided by 534 accounts).
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Questions about Robert
Is Robert McLemore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Abbot Financial 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, Abbot Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert McLemore based?
Robert McLemore is based in Andover, Massachusetts.
Is Robert McLemore registered with the SEC?
Yes. Robert McLemore is registered as an investment adviser representative in MA, SC and TX (CRD 1226566), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Abbot Financial Management manage?
Abbot Financial Management reports $358.9M across 534 accounts in assets under management.
How do I contact Robert McLemore?
Through Robert's website, www.abbotfm.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
- Abbot Financial Management 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.
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