Roman Pinsky
RMP Financial · Weston, Florida
Roman Pinsky is a fee-only financial advisor at RMP Financial in Weston, Florida, who holds the CFP credential. RMP Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | RMP Financial |
|---|---|
| Based in | Weston, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $23.6M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6205902 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Roman's firm compares
- RMP Financial's average account is about $1.7 million, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Roman
Is Roman Pinsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roman holds no broker registration, and RMP Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roman charge for financial advice?
Roman's firm, RMP Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roman Pinsky based?
Roman Pinsky is based in Weston, Florida.
What credentials does Roman Pinsky hold?
Roman Pinsky holds the CFP credential.
Is Roman Pinsky registered with the SEC?
Yes. Roman Pinsky is registered as an investment adviser representative in FL (CRD 6205902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RMP Financial manage?
RMP Financial reports $23.6M across 14 accounts in assets under management.
How do I contact Roman Pinsky?
Contact details aren't on file yet. Search for RMP Financial.
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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