Russell Colbert
Royal Palm Investment Advisors · Longwood, Florida
Russell Colbert is a fee-only financial advisor at Royal Palm Investment Advisors in Longwood, Florida. Royal Palm Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Royal Palm Investment Advisors |
|---|---|
| Based in | Longwood, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.8M across 241 accounts |
| SEC registration | Investment adviser representative in AZ, CA, FL, IL, IN, NC, OH, TX · CRD 1632060 |
| Exams passed | Series 63 (1987) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Russell's firm compares
- Royal Palm Investment Advisors's average account is about $165,000, from its Form ADV (assets managed divided by 241 accounts).
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Questions about Russell
Is Russell Colbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Royal Palm Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Russell charge for financial advice?
Russell's firm, Royal Palm Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Russell Colbert based?
Russell Colbert is based in Longwood, Florida.
Is Russell Colbert registered with the SEC?
Yes. Russell Colbert is registered as an investment adviser representative in AZ, CA, FL, IL, IN, NC, OH and TX (CRD 1632060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Royal Palm Investment Advisors manage?
Royal Palm Investment Advisors reports $39.8M across 241 accounts in assets under management.
How do I contact Russell Colbert?
Contact details aren't on file yet. Search for Royal Palm Investment Advisors.
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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