Robert Oliver
Verity Wealth Advisors · Sausalito, California
Robert Oliver is a fee-only financial advisor at Verity Wealth Advisors in Sausalito, California, who holds the CFP and CFA credentials. Verity Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Verity Wealth Advisors |
|---|---|
| Based in | Sausalito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $278.5M across 52 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 2407919 |
| Exams passed | Series 63 (1993) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plannersearch.org/financial-advisor/evan-oliver |
| Profile |
How Robert's firm compares
- Verity Wealth Advisors's average account is about $5.4 million, from its Form ADV (assets managed divided by 52 accounts).
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Questions about Robert
Is Robert Oliver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Verity Wealth Advisors 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, Verity Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Oliver based?
Robert Oliver is based in Sausalito, California.
What credentials does Robert Oliver hold?
Robert Oliver holds the CFP and CFA credentials.
Is Robert Oliver registered with the SEC?
Yes. Robert Oliver is registered as an investment adviser representative in CA (CRD 2407919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Verity Wealth Advisors manage?
Verity Wealth Advisors reports $278.5M across 52 accounts in assets under management.
How do I contact Robert Oliver?
Through Robert's website, www.plannersearch.org/financial-advisor/evan-oliver.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sausalito
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
- 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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