Robert Stowe
Flat-fee, advice-only retirement planning for STEM professionals and educators who want to keep control of their own accounts.
Foxholm Financial · Atlanta, Georgia
Robert Stowe is a fee-only financial advisor at Foxholm Financial in Atlanta, Georgia, who holds the AAMS credential. Robert charges a one-time planning fee and hourly fees (one-time plans from $900 and $300 an hour) and focuses on retirement planning, tax planning and equity compensation.
Request an introduction to Robert →
Specialties
Who they serve
- Pre-retirees
- Tech employees
- Retirees
About
Robert Stowe founded Foxholm Financial to offer flat-fee, advice-only planning to STEM professionals and educators in the years just before and after retirement. Clients pay once for a plan, keep custody of every account and learn to run the plan themselves. He holds the Series 65 and the AAMS designation, and works as a commission-free fiduciary who sells no products.
Robert has spent more than fifteen years in fintech as a software architect and engineering leader, building platforms large financial and insurance firms use for payment settlement, liquidity forecasting and fraud detection. He brings that evidence-first discipline to planning, so clients can trace the reasoning behind every recommendation, and his degrees in information technology and educational technology shape how he teaches.
His work includes retirement income and Roth conversion planning, Social Security, 403(b), 457(b) and pension decisions for educators, portfolio reviews, investment policy statements, equity compensation and hourly second opinions for DIY investors.
Facts
| Firm | Foxholm Financial |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | One-time planning fee · Hourly |
| Fees (Advice-Only Network profile) | One-time plans from $900 · $300 an hour |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | AAMS |
| SEC registration | Investment adviser representative in GA · CRD 8217129 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | foxholm.com |
How Robert's firm compares
- A one-time plan starts at $900, below the Georgia median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the US median of $300 for fee-only firms that publish prices.
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Stowe a fee-only financial advisor?
Yes. Robert Stowe is listed in the Advice-Only Network (advice-only practices, no product sales). SEC records as of November 2, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert charges a one-time planning fee and hourly fees.
Does Robert work with clients virtually?
Yes. Robert's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Robert Stowe based?
Robert Stowe is based in Atlanta, Georgia.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and equity compensation. Robert works with pre-retirees, tech employees and retirees.
What credentials does Robert Stowe hold?
Robert Stowe holds the AAMS credential.
Is Robert Stowe registered with the SEC?
Yes. Robert Stowe is registered as an investment adviser representative in GA (CRD 8217129), per SEC Investment Adviser Public Disclosure data as of November 2, 2026.
How do I contact Robert Stowe?
Through Robert's website, foxholm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Advice-Only Network listing : advice-only practices, no product sales
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of November 2, 2026
- Directory listing last checked November 2, 2026.
See something wrong? Request a correction. Read our methodology.