Robert Persichitte
Delagify Financial · Arvada, Colorado
Robert Persichitte is a fee-only financial advisor at Delagify Financial in Arvada, Colorado, who holds the CFP, CPA and PFS credentials. Robert charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $2,400 a year and one-time plans from $300) and focuses on equity compensation, crypto & digital assets and tax planning.
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Specialties
Who they serve
- Tech employees
- Retirees
- Founders
Facts
| Firm | Delagify Financial |
|---|---|
| Based in | Arvada, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $300 · $100 an hour |
| Works virtually | Yes |
| Assets under management | $14.5M across 98 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in CO · CRD 6623303 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | delagify.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $2,400 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $300, below the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $100, below the Colorado median of $290 for fee-only firms that publish prices.
- Delagify Financial's average account is about $148,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Robert
Is Robert Persichitte a fee-only financial advisor?
Yes. Robert Persichitte is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Robert charge?
According to Delagify Financial's website, checked October 28, 2026: ongoing planning from $2,400 a year; one-time plans from $300; $100 an hour.
Does Robert work with clients virtually?
Yes. Delagify Financial says on its website that it works with clients remotely.
Where is Robert Persichitte based?
Robert Persichitte is based in Arvada, Colorado.
What does Robert specialize in?
Robert's specialties include equity compensation, crypto & digital assets, tax planning, retirement planning, small business owners and real estate investors. Robert works with tech employees, retirees and founders.
What credentials does Robert Persichitte hold?
Robert Persichitte holds the CFP, CPA and PFS credentials.
Is Robert Persichitte registered with the SEC?
Yes. Robert Persichitte is registered as an investment adviser representative in CO (CRD 6623303), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Delagify Financial manage?
Delagify Financial reports $14.5M across 98 accounts in assets under management.
How do I contact Robert Persichitte?
Through Robert's website, delagify.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Delagify Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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