Robert Tilson
Tilson Financial Group · New Providence, New Jersey
Robert Tilson is a fee-only financial advisor at Tilson Financial Group in New Providence, New Jersey, who holds the CFP credential. Tilson Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tilson Financial Group |
|---|---|
| Based in | New Providence, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $750.6M across 1,755 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5690828 |
| Exams passed | Series 63 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | login.bdreporting.com/auth/tilson/signin |
| Profile |
How Robert's firm compares
- Tilson Financial Group's average account is about $428,000, from its Form ADV (assets managed divided by 1,755 accounts).
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Questions about Robert
Is Robert Tilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Tilson Financial Group 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, Tilson Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Tilson based?
Robert Tilson is based in New Providence, New Jersey.
What credentials does Robert Tilson hold?
Robert Tilson holds the CFP credential.
Is Robert Tilson registered with the SEC?
Yes. Robert Tilson is registered as an investment adviser representative in NJ (CRD 5690828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tilson Financial Group manage?
Tilson Financial Group reports $750.6M across 1,755 accounts in assets under management.
How do I contact Robert Tilson?
Through Robert's website, login.bdreporting.com/auth/tilson/signin.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Providence
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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