Robert Wells
Selby Wealth Management · Emeryville, California
Robert Wells is a fee-only financial advisor at Selby Wealth Management in Emeryville, California, who holds the CFA credential. Selby Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Selby Wealth Management |
|---|---|
| Based in | Emeryville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $544.8M across 480 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4329590 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.selbywealth.com |
| Profile |
How Robert's firm compares
- Selby Wealth Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 480 accounts).
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Questions about Robert
Is Robert Wells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Selby Wealth Management 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, Selby Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Wells based?
Robert Wells is based in Emeryville, California.
What credentials does Robert Wells hold?
Robert Wells holds the CFA credential.
Is Robert Wells registered with the SEC?
Yes. Robert Wells is registered as an investment adviser representative in CA (CRD 4329590), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Selby Wealth Management manage?
Selby Wealth Management reports $544.8M across 480 accounts in assets under management.
How do I contact Robert Wells?
Through Robert's website, www.selbywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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