Roberta Tondo
White Lighthouse Investment Management · Bedford, Massachusetts
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.
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Specialties
Who they serve
- Cross-border families
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 | $918.6M across 1,311 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5966698 |
| Exams passed | Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whitelighthouse.com |
| Profile |
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Questions about Roberta
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.
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
- White Lighthouse Investment Management 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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