Robert Napolitano
Napier Financial · Braintree, Massachusetts
Robert Napolitano is a fee-only financial advisor at Napier Financial in Braintree, Massachusetts. Robert focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Napier Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $587.9M across 993 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5916258 |
| Exams passed | Series 66 (2012) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | napierfinancial.com |
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Questions about Robert
Is Robert Napolitano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Napier Financial 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, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Napolitano based?
Robert Napolitano is based in Braintree, Massachusetts.
What does Robert specialize in?
Robert's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Robert works with multi-generational families.
Is Robert Napolitano registered with the SEC?
Yes. Robert Napolitano is registered as an investment adviser representative in MA (CRD 5916258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Napier Financial manage?
Napier Financial reports $587.9M across 993 accounts in assets under management.
How do I contact Robert Napolitano?
Through Robert's website, napierfinancial.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
- Napier Financial 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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