# Robert Shopes

> Robert Shopes is a fee-only financial advisor at Favrile Financial in Del Mar, California, who holds the CFP credential. Robert charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year and $250 an hour) and focuses on flat-fee planning and retirement planning.

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

## Facts

- **Firm:** Favrile Financial
- **Based in:** Del Mar, California
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,500 a year; $250 an hour; no asset minimum
- **Assets under management (firm):** $15.9M across 45 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 5851948 (https://adviserinfo.sec.gov/individual/summary/5851948)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://favrilefinancial.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Favrile 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 flat fee or retainer and an ongoing planning fee.

### How much does Robert charge?

According to Favrile Financial's website, checked October 30, 2026: ongoing planning from $7,500 a year; $250 an hour; no asset minimum.

### Where is Robert Shopes based?

Robert Shopes is based in Del Mar, California.

### What does Robert specialize in?

Robert's specialties include flat-fee planning and retirement planning.

### What credentials does Robert Shopes hold?

Robert Shopes holds the CFP credential.

### Is Robert Shopes registered with the SEC?

Yes. Robert Shopes is registered as an investment adviser representative in CA (CRD 5851948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Favrile Financial manage?

Favrile Financial reports $15.9M across 45 accounts in assets under management.

### How do I contact Robert Shopes?

Through Robert's website, favrilefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5851948): 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://www.favrilefinancial.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.