Robert Roper
Kroon & Mitchell · Grand Rapids, Michigan
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.
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Specialties
Facts
| Firm | Kroon & Mitchell |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $220.9M across 729 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7827232 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kroonandmitchell.com |
| Profile |
How Robert's firm compares
- Kroon & Mitchell's average account is about $303,000, from its Form ADV (assets managed divided by 729 accounts).
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Questions about Robert
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.
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
- Kroon & Mitchell 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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