Robert Roy
Somnio Financial Group · Glastonbury, Connecticut
Robert Roy is a fee-only financial advisor at Somnio Financial Group in Glastonbury, Connecticut, who holds the CFP and ChFC credentials. Robert charges a percentage of assets and an ongoing planning fee.
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Facts
| Firm | Somnio Financial Group |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model | Percentage of assets · Ongoing planning fee |
| Works virtually | Yes |
| Assets under management | $168.3M across 461 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CT · CRD 4897441 |
| Exams passed | Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.somniofg.com |
| Profile |
How Robert's firm compares
- Somnio Financial Group's average account is about $365,000, from its Form ADV (assets managed divided by 461 accounts).
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Questions about Robert
Is Robert Roy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Somnio Financial Group 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 charges a percentage of assets and an ongoing planning fee.
Does Robert work with clients virtually?
Yes. Somnio Financial Group says on its website that it works with clients remotely.
Where is Robert Roy based?
Robert Roy is based in Glastonbury, Connecticut.
What credentials does Robert Roy hold?
Robert Roy holds the CFP and ChFC credentials.
Is Robert Roy registered with the SEC?
Yes. Robert Roy is registered as an investment adviser representative in CT (CRD 4897441), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Somnio Financial Group manage?
Somnio Financial Group reports $168.3M across 461 accounts in assets under management.
How do I contact Robert Roy?
Through Robert's website, www.somniofg.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
- Somnio Financial Group 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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