Robert Phelan
Concierge Financial Advisor · Parrish, Florida
Robert Phelan is a fee-only financial advisor at Concierge Financial Advisor in Parrish, Florida, who holds the CFA credential. Robert focuses on small business owners. Concierge Financial Advisor reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Concierge Financial Advisor |
|---|---|
| Based in | Parrish, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Spanish, French |
| Assets under management | $40.4M across 26 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 2385006 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cfadvisor.com |
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Questions about Robert
Is Robert Phelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Concierge Financial Advisor 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, Concierge Financial Advisor, reports charging a percentage of assets on its SEC Form ADV.
What languages does Robert work in?
Besides English, Concierge Financial Advisor offers service in Spanish and French, according to its website.
Where is Robert Phelan based?
Robert Phelan is based in Parrish, Florida.
What does Robert specialize in?
Robert's specialties include small business owners. Robert works with ultra high net worth.
What credentials does Robert Phelan hold?
Robert Phelan holds the CFA credential.
Is Robert Phelan registered with the SEC?
Yes. Robert Phelan is registered as an investment adviser representative in FL and TX (CRD 2385006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concierge Financial Advisor manage?
Concierge Financial Advisor reports $40.4M across 26 accounts in assets under management.
How do I contact Robert Phelan?
Through Robert's website, www.cfadvisor.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
- Concierge Financial Advisor 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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