UBS Financial Services
47yrs
Top advisor by experience in Virginia
16yrs
Based in McLean, Virginia, Robert Ferris is a fiduciary financial advisor with 16 years of industry experience. Robert joined Spire Wealth Management in 2019, after eight years at CL Wealth Management. Spire Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and subscription fees.
One of 671 advisors with offices in McLean, and one of 611 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 53% of advisors nationwide
Office7901 Jones Branch Dr. Suite 800, McLean, VA 22102
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$703,287
Advisors at the firm67
States licensed ?1 state
Services through Spire Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2026 – now
- 2019 – nowSpire Wealth Management, LLCCurrent firm
- 2012 – 2019CL Wealth Management LLCPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Spire Wealth Management at 703-657-6060 and ask for Robert Ferris. Robert works from the McLean, VA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2010, about 16 years. More experience than 53% of advisors nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Spire Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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