RC
CFP
RC
CFP

Robert Creegan

25 Years of Experience

Robert Creegan is a CFP-designated registered investment advisor at Creegan & Associates, based in Portsmouth, NH, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.5% to 1.0% per annum depending on the amount of client assets under management, and may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 New Hampshire Avenue, Suite 125, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Creegan & Associates
January 2026 - Present · 3 mos
Creegan & Nassoura Financial Group, LLC
April 2000 - Present · 26 yrs
State Registrations3 states
MAMENH
Advisor

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 Creegan - Financial Advisor | TrueAdvisor