Advisor at Consolidated Portfolio Review Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Consolidated Portfolio Review Corp
Location
Golden, CO
Credentials
Series 63, Series 65
Industry experience
32 years
Robert Eldridge is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Vanderbilt Financial Group, Bank of America, Merrill Lynch, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of his advisory work, he owns Robert Eldridge Music and Housing LLC, a business managing rental properties in Golden, Colorado. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s investment approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary tactical ETF model portfolios alongside access to independent third-party sub-advisors.
Based on Consolidated Portfolio Review Corp
Flat fees for Annual Planning Services, charged as agreed upon in the Financial Planning Agreement.
$0 - $100,000: 2.50% $100,001 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Hourly financial planning/consulting fees charged as flat rate per hour, varying by advisor experience and location.
Minimum fee: Minimum annual management fee of $90.00 Fee-only: Advisory fees based on assets under management; no commissions charged within advisory accounts.
Golden, CO
Colorado · Texas
Vanderbilt Finanical Group
2025 - Present (1 year)
Bank Of America, N.A.
2022 - 2024 (2 years)
Merrill
2022 - 2024 (2 years)
Wells Fargo Clearing
2017 - 2022 (5 years)
Morgan Stanley Private Bank, National Association
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 63, Series 65
Broomfield, CO
Wolff Financial Advisors, LLC
Series 66
Denver, CO
Aviator Wealth Group
Series 63, Series 65
Westminster, CO
Scenic Wealth Management, LLC
CFP®, Series 63, Series 65
Arvada, CO
Blueprint Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")