Robert Speece
Trumbower Financial Advisors · Bethesda, Maryland
Robert Speece is a fee-only financial advisor at Trumbower Financial Advisors in Bethesda, Maryland, who holds the CFP credential. Trumbower Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Trumbower Financial Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.98B across 964 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 7185598 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trufinancial.com |
| Profile |
How Robert's firm compares
- Trumbower Financial Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 964 accounts).
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Questions about Robert
Is Robert Speece a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Trumbower Financial Advisors 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, Trumbower Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Speece based?
Robert Speece is based in Bethesda, Maryland.
What credentials does Robert Speece hold?
Robert Speece holds the CFP credential.
Is Robert Speece registered with the SEC?
Yes. Robert Speece is registered as an investment adviser representative in MD and TX (CRD 7185598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trumbower Financial Advisors manage?
Trumbower Financial Advisors reports $1.98B across 964 accounts in assets under management.
How do I contact Robert Speece?
Through Robert's website, www.trufinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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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