Robert Whelan
Montis Financial · Waltham, Massachusetts
Robert Whelan is a fee-only financial advisor at Montis Financial in Waltham, Massachusetts. Montis Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Montis Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 1,976 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1295105 |
| Exams passed | Series 63 (1988) · Series 65 (1993) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | montisfinancial.com |
How Robert's firm compares
- Montis Financial's average account is about $637,000, from its Form ADV (assets managed divided by 1,976 accounts).
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Questions about Robert
Is Robert Whelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Montis Financial 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, Montis Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Whelan based?
Robert Whelan is based in Waltham, Massachusetts.
Is Robert Whelan registered with the SEC?
Yes. Robert Whelan is registered as an investment adviser representative in MA (CRD 1295105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Montis Financial manage?
Montis Financial reports $1.26B across 1,976 accounts in assets under management.
How do I contact Robert Whelan?
Through Robert's website, montisfinancial.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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