# Robert Ogden

> Robert Ogden is a fee-only financial advisor at Penn Davis McFarland in Dallas, Texas. Penn Davis McFarland reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Penn Davis McFarland
- **Based in:** Dallas, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.36B across 549 accounts
- **Works with:** Multi-generational families
- **CRD:** 1691063 (https://adviserinfo.sec.gov/individual/summary/1691063)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.pdavis.org

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Penn Davis McFarland 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, Penn Davis McFarland, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Ogden based?

Robert Ogden is based in Dallas, Texas.

### Is Robert Ogden registered with the SEC?

Yes. Robert Ogden is registered as an investment adviser representative in TX (CRD 1691063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Penn Davis McFarland manage?

Penn Davis McFarland reports $1.36B across 549 accounts in assets under management.

### How do I contact Robert Ogden?

Through Robert's website, www.pdavis.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1691063): 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.pdavis.org/): 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.