# Robert Stewart

> Robert Stewart is a fee-only financial advisor at LVZ in Cordele, Georgia. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-stewart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** LVZ
- **Based in:** Cordele, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.13B across 5,879 accounts
- **CRD:** 4849485 (https://adviserinfo.sec.gov/individual/summary/4849485)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://www.lvzadvisors.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and LVZ 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, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Stewart based?

Robert Stewart is based in Cordele, Georgia.

### Is Robert Stewart registered with the SEC?

Yes. Robert Stewart is registered as an investment adviser representative in GA (CRD 4849485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does LVZ manage?

LVZ reports $1.13B across 5,879 accounts in assets under management.

### How do I contact Robert Stewart?

Through Robert's website, www.lvzadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4849485): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.