Robert Werner
Winthrop Partners - EPA · Orchard, New York
Robert Werner is a fee-only financial advisor at Winthrop Partners - EPA in Orchard, New York, who holds the CFP and CFA credentials. Winthrop Partners - EPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Winthrop Partners - EPA |
|---|---|
| Based in | Orchard, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $82.2M across 174 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, PA · CRD 4910211 |
| Exams passed | Series 66 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.winthroppartners.com |
How Robert's firm compares
- Winthrop Partners - EPA's average account is about $472,000, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Robert
Is Robert Werner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Winthrop Partners - EPA 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, Winthrop Partners - EPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Werner based?
Robert Werner is based in Orchard, New York.
What credentials does Robert Werner hold?
Robert Werner holds the CFP and CFA credentials.
Is Robert Werner registered with the SEC?
Yes. Robert Werner is registered as an investment adviser representative in FL and PA (CRD 4910211), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winthrop Partners - EPA manage?
Winthrop Partners - EPA reports $82.2M across 174 accounts in assets under management.
How do I contact Robert Werner?
Through Robert's website, www.winthroppartners.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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