ChooseAFinancialAdvisor.com
Advisors / Colorado / Lone Tree
11yrs

Robert Weaver

Financial advisor at Strategic Advisers

Robert Weaver is a fiduciary financial advisor in Lone Tree, Colorado, with 11 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Robert joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Robert holds the CFP® designation.

One of 86 advisors with offices in Lone Tree, and one of 75 fiduciaries.

Lone Tree, CO 80124CFP®Fiduciary advisor

At a glance

Experience11 years (since 2016)
How that compares ?More experience than 62% of advisors at Strategic Advisers
Office9185 East Westview Road, Lone Tree, CO 80124
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Mar 2017 – Jul 2018

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Robert

How do I contact Robert?

Call Strategic Advisers at (617) 563-7000 and ask for Robert Weaver. Robert works from the Lone Tree, CO office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2016, about 11 years. More experience than 62% of advisors at Strategic Advisers.

What licenses does Robert hold?

Series 63, Series 66. 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?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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