Robert Szeles
Beese Fulmer · Canton, Ohio
Robert Szeles is a fee-only financial advisor at Beese Fulmer in Canton, Ohio, who holds the CFA credential. Robert charges a percentage of assets and focuses on family wealth transfer.
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Specialties
Facts
| Firm | Beese Fulmer |
|---|---|
| Based in | Canton, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $2.06B across 2,044 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, OH, TX · CRD 5360478 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.beesefulmer.com |
How Robert's firm compares
- Beese Fulmer's average account is about $1.0 million, from its Form ADV (assets managed divided by 2,044 accounts).
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Questions about Robert
Is Robert Szeles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Beese Fulmer 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 percentage of assets.
Where is Robert Szeles based?
Robert Szeles is based in Canton, Ohio.
What does Robert specialize in?
Robert's specialties include family wealth transfer.
What credentials does Robert Szeles hold?
Robert Szeles holds the CFA credential.
Is Robert Szeles registered with the SEC?
Yes. Robert Szeles is registered as an investment adviser representative in FL, OH and TX (CRD 5360478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beese Fulmer manage?
Beese Fulmer reports $2.06B across 2,044 accounts in assets under management.
How do I contact Robert Szeles?
Through Robert's website, www.beesefulmer.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
- Beese Fulmer 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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