Robert Warner
IRA Group · Atlanta, Georgia
Robert Warner is a fee-only financial advisor at IRA Group in Atlanta, Georgia. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRA Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.42B across 691 accounts |
| SEC registration | Investment adviser representative in GA · CRD 4356533 |
| Exams passed | Series 63 (2003) · Series 65 (2022) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.iragroup.com |
How Robert's firm compares
- IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 accounts).
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Questions about Robert
Is Robert Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and IRA 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, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Warner based?
Robert Warner is based in Atlanta, Georgia.
Is Robert Warner registered with the SEC?
Yes. Robert Warner is registered as an investment adviser representative in GA (CRD 4356533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRA Group manage?
IRA Group reports $15.42B across 691 accounts in assets under management.
How do I contact Robert Warner?
Through Robert's website, www.iragroup.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
- 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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