# Robert Roper

> Robert Roper is a fee-only financial advisor at Kroon & Mitchell in Grand Rapids, Michigan. Robert focuses on tax planning, retirement planning and estate & legacy planning. Kroon & Mitchell reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Kroon & Mitchell
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $220.9M across 729 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 7827232 (https://adviserinfo.sec.gov/individual/summary/7827232)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://kroonandmitchell.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Kroon & Mitchell 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, Kroon & Mitchell, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Robert Roper based?

Robert Roper is based in Grand Rapids, Michigan.

### What does Robert specialize in?

Robert's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.

### Is Robert Roper registered with the SEC?

Yes. Robert Roper is registered as an investment adviser representative in MI (CRD 7827232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kroon & Mitchell manage?

Kroon & Mitchell reports $220.9M across 729 accounts in assets under management.

### How do I contact Robert Roper?

Through Robert's website, kroonandmitchell.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7827232): 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://kroonandmitchell.com/): 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.