Lifestyle Asset Management
41yrs
Top advisor by experience in Friendswood
10yrs
Robert Barton
Financial advisor at Lifestyle Asset Management
Robert Barton is a fiduciary financial advisor in Friendswood, Texas, with 10 years in the industry. After three years at Hobart Wealth and five years at Pruco Securities, Robert joined Lifestyle Asset Management in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and hourly fees.
One of 96 advisors with offices in Friendswood, and one of 87 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office211 W. Edgewood Suite 100, Friendswood, TX 77546
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$602,337
Advisors at the firm14
States licensed ?1 state
Services through Lifestyle Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther 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.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowLifestyle Asset Management, Inc.Current firm
- 2023 – 2026Hobart WealthPreviously
- 2018 – 2023Pruco Securities, LLC.Previously
- May 2017 – Sep 2018First Command Advisory ServicesPreviously
Contact Robert
(281) 612-2035Lifestyle Asset Management main office 211 W. Edgewood Suite 100Friendswood, TX 77546Office · Get directions Facebook pageLifestyle Asset Management
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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 Lifestyle Asset Management at (281) 612-2035 and ask for Robert Barton. Robert works from the Friendswood, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Robert hold?
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?
Lifestyle Asset Management reports being paid by a percentage of the assets they manage, hourly 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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