Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
6yrs
Robert Bosch
Financial advisor at Wells Fargo Advisors
Based in Bonita Springs, Florida, Robert Bosch is a fiduciary financial advisor with 6 years of industry experience. Robert has been with Wells Fargo Advisors since 2026; before that, Robert spent six years at McDermott Investment Advisors. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office26811 S Bay Drive Suite 350 Floor 3, Bonita Springs, FL 34134
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement 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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2020 – 2026McDermott Investment Advisors, LLCPreviously
Contact Robert
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Robert. 26811 S Bay Drive Suite 350 Floor 3Bonita Springs, FL 34134Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for Robert Bosch. Robert works from the Bonita Springs, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2020, about 6 years. 6 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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