Robert Shaara
Feeney Financial · Riverton, New Jersey
Robert Shaara is a fee-only financial advisor at Feeney Financial in Riverton, New Jersey. Robert charges a one-time planning fee and focuses on retirement planning.
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Specialties
Facts
| Firm | Feeney Financial |
|---|---|
| Based in | Riverton, New Jersey |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $123.7M across 329 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4441395 |
| Exams passed | Series 63 (2007) · Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.feenfinancial.com |
How Robert's firm compares
- Feeney Financial's average account is about $376,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Robert
Is Robert Shaara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Feeney Financial 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 one-time planning fee.
Where is Robert Shaara based?
Robert Shaara is based in Riverton, New Jersey.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Shaara registered with the SEC?
Yes. Robert Shaara is registered as an investment adviser representative in NJ (CRD 4441395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Feeney Financial manage?
Feeney Financial reports $123.7M across 329 accounts in assets under management.
How do I contact Robert Shaara?
Through Robert's website, www.feenfinancial.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
- Feeney Financial 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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