Advisor at Roche Financial Partners LLC
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
Roche Financial Partners LLC
Location
Hopewell, NJ
Credentials
CFP®, CFA®
Industry experience
21 years
Robert Gregov is a CFP® and CFA® with 21 years of experience in financial advising. He has been with Roche Financial Partners LLC since 2004. Roche Financial Partners LLC is an independent firm providing continuous financial oversight and discretionary investment management to individual clients and their families. The firm employs a diversified, tax-aware asset allocation strategy using low-cost index funds and incorporates derivatives in separately managed accounts to manage risk, with portfolios tailored to client specifications.
Based on Roche Financial Partners LLC
Fee-only: Financial Advocate Fixed Annual Fee ranging from $95 to $1,000 per month; Investment Management Fee ranging from 0.50% to 1.25% of assets under management
Hopewell, NJ
New Jersey · New York · Ohio · Pennsylvania
Roche Financial Partners LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
Series 66
Newtown, PA
Premier Prosperity Advisors LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 63, Series 65
Newtown, PA
Paladin Retirement Advisors
Series 65
Bridgewater, NJ
GA Advisors LLC
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
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")