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Robert Wolfe

27 Years of Experience
Lake Mary, FL
2 DisclosuresBrokerSells Insurance

Robert Wolfe is a registered investment advisor at G. A. Repple & Company, based in Lake Mary, FL, with 27 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,487 clients
Average Client Portfolio
$176K average
Assets Under Management
$614.7M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$75

G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.

Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.

GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.

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Location

1515 International Parkway, Suite 1025, Lake Mary, FL, 32746

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005
Denied
Customer Dispute
September 2002
Withdrawn
Other Business ActivitiesSells Insurance

Robert is a partial owner and financial planner at Wolfe Financial Group, selling variable and fixed insurance products, dedicating nearly full-time hours to this role. He also consults for accounting and taxes at The Accounting Office, spending about a quarter of his time on this activity.

Employment History
Current Registrations
G. A. Repple & CompanyBroker
July 1998 - Present · 28 yrs 2 mos
G. A. Repple & Company
July 1998 - Present · 28 yrs 2 mos
Previous Registrations
W. S. Griffith & CO., INC.Broker
May 1998 - July 1998 · 2 mos
State Registrations21 states
COCTFLGAIDILKSKYLAMDNCNJNVNYOHORSCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Robert Wolfe - Financial Advisor | TrueAdvisor