Robert Ostapower
Networth Financial Services · Johns Creek, Georgia
Robert Ostapower is a fee-only financial advisor at Networth Financial Services in Johns Creek, Georgia, who holds the CFP credential. Networth Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Networth Financial Services |
|---|---|
| Based in | Johns Creek, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $128.1M across 335 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4581235 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.networthfs.com |
How Robert's firm compares
- Networth Financial Services's average account is about $382,000, from its Form ADV (assets managed divided by 335 accounts).
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Questions about Robert
Is Robert Ostapower a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Networth Financial Services 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, Networth Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Ostapower based?
Robert Ostapower is based in Johns Creek, Georgia.
What credentials does Robert Ostapower hold?
Robert Ostapower holds the CFP credential.
Is Robert Ostapower registered with the SEC?
Yes. Robert Ostapower is registered as an investment adviser representative in GA (CRD 4581235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Networth Financial Services manage?
Networth Financial Services reports $128.1M across 335 accounts in assets under management.
How do I contact Robert Ostapower?
Through Robert's website, www.networthfs.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
- 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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