Robert Rossi
R2 Wealth Management Partners · Lincoln, Nebraska
Robert Rossi is a fee-only financial advisor at R2 Wealth Management Partners in Lincoln, Nebraska, who holds the CFP and ChFC credentials. R2 Wealth Management Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | R2 Wealth Management Partners |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $236.0M across 883 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NE, TX · CRD 2972148 |
| Exams passed | Series 63 (1997) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.r2wealth.com |
How Robert's firm compares
- R2 Wealth Management Partners's average account is about $267,000, from its Form ADV (assets managed divided by 883 accounts).
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Questions about Robert
Is Robert Rossi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and R2 Wealth Management Partners 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, R2 Wealth Management Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Rossi based?
Robert Rossi is based in Lincoln, Nebraska.
What credentials does Robert Rossi hold?
Robert Rossi holds the CFP and ChFC credentials.
Is Robert Rossi registered with the SEC?
Yes. Robert Rossi is registered as an investment adviser representative in NE and TX (CRD 2972148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does R2 Wealth Management Partners manage?
R2 Wealth Management Partners reports $236.0M across 883 accounts in assets under management.
How do I contact Robert Rossi?
Through Robert's website, www.r2wealth.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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