Robert Shopes
Favrile Financial · Del Mar, California
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.
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Specialties
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 | $15.9M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5851948 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | favrilefinancial.com |
How Robert's firm compares
- Ongoing planning starts at $7,500 a year, above the California median of $6,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the California median of $300 for fee-only firms that publish prices.
- Favrile Financial's average account is about $353,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Robert
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.
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
- Favrile 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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