# Roberta Tondo

> Roberta Tondo is a fee-only financial advisor at White Lighthouse Investment Management in Bedford, Massachusetts, who holds the CFP credential. Roberta focuses on retirement planning, estate & legacy planning and tax planning. White Lighthouse Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/roberta-tondo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** White Lighthouse Investment Management
- **Based in:** Bedford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $918.6M across 1,311 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing
- **Works with:** Cross-border families
- **CRD:** 5966698 (https://adviserinfo.sec.gov/individual/summary/5966698)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.whitelighthouse.com

## Frequently asked questions

### Is Roberta Tondo a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roberta holds no broker registration, and White Lighthouse Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roberta charge for financial advice?

Roberta's firm, White Lighthouse Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Roberta Tondo based?

Roberta Tondo is based in Bedford, Massachusetts.

### What does Roberta specialize in?

Roberta's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing. Roberta works with cross-border families.

### What credentials does Roberta Tondo hold?

Roberta Tondo holds the CFP credential.

### Is Roberta Tondo registered with the SEC?

Yes. Roberta Tondo is registered as an investment adviser representative in MA (CRD 5966698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White Lighthouse Investment Management manage?

White Lighthouse Investment Management reports $918.6M across 1,311 accounts in assets under management.

### How do I contact Roberta Tondo?

Through Roberta's website, www.whitelighthouse.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5966698): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://white-lighthouse.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.