Bartley Financial Advisors, Inc.

Bartley Financial Advisors, Inc. (CRD# 124293) is a financial advisory firm headquartered in Bedford, NH. They manage $53,520,007 in 357 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $149,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Bartley Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert C. Bartley
CRD#: 3070452
169 South River Road, Suite 17, Bedford, NH 03110
96
Wealthminder
score

Robert Bartley (CRD# 3070452) is an Investment Advisor Representative working at Bartley Financial Advisors, Inc. in Bedford, NH and has over 18 years of experience in the finance industry. Robert Bartley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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