Robert Whitehead
HeadInvest · Portland, Maine
Robert Whitehead is a fee-only financial advisor at HeadInvest in Portland, Maine. Robert focuses on retirement planning, estate & legacy planning and tax planning. HeadInvest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | HeadInvest |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $891.8M across 1,107 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 824633 |
| Exams passed | Series 63 (1988) · Series 65 (1994) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.headinvest.com |
How Robert's firm compares
- HeadInvest's average account is about $806,000, from its Form ADV (assets managed divided by 1,107 accounts).
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Questions about Robert
Is Robert Whitehead a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and HeadInvest 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, HeadInvest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Whitehead based?
Robert Whitehead is based in Portland, Maine.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Robert works with multi-generational families.
Is Robert Whitehead registered with the SEC?
Yes. Robert Whitehead is registered as an investment adviser representative in ME and TX (CRD 824633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HeadInvest manage?
HeadInvest reports $891.8M across 1,107 accounts in assets under management.
How do I contact Robert Whitehead?
Through Robert's website, www.headinvest.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
- HeadInvest website : specialties, clients served, and fees, checked October 30, 2026
- 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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