Dunbar Associates, LLC

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Client assets under management

$127,937,000

Clients

204

50% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

102

High

Average account size

$627,142

About

Dunbar Associates provides wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm offers portfolio construction using mutual funds, ETFs, individual equities and bonds, plus ongoing financial-planning consultations and 3(21)/3(38) plan fiduciary services for sponsors.

Investment advice is generally long-term in orientation and draws on both fundamental and technical analysis to set asset allocation and security selection. While the Advisor manages most assets on a discretionary basis, it maintains a meaningful non‑discretionary segment ($241.3M discretionary and $66.2M non‑discretionary as of 12/31/2025), which differs from many supported peers that are predominantly discretionary.

Dunbar is a small, two-advisor firm managing roughly $307.5 million in client assets and emphasizes retirement-plan work, reflected in multiple retirement-focused credentials (CRPS, CPFA, ARPC, ARPS) and explicit 3(21)/3(38) plan services. The firm’s personnel also maintain broker‑dealer and insurance affiliations and related commission-based activities, arrangements disclosed in the brochure and noted as potential conflicts to consider.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Fee options

Percentage

$0+: 0.50% - 1.50% annually (wealth management, negotiable based on assets and complexity) $0+: Up to 1.00% annually (retirement plan advisory services, negotiable)

Commissions

Commission-based compensation earned by certain advisory persons in their separate capacities as registered representatives and insurance agents, separate from advisory fees.

Main office location

Dunbar Associates, LLC

71 Turkey Roost Road

Monroe CT 06468, United States

Number of offices

Most active in

Connecticut

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (203) 880-5716

Advisors at this firm

Robert D

Series 63, Series 65

Monroe, CT

Dunbar Associates, LLC

Robert Dunbar is a financial advisor at Dunbar Associates, LLC with 10 years of industry experience. He previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his advisory role, he is a managing partner in real estate development and aggregate sales through Turkey Roost Development and Quarry Ridge Development. Dunbar Associates manages approximately $267 million for about 185 clients, primarily serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement-plan advisory services, constructing diversified portfolios with a long-term investment approach supported by fundamental and technical analysis.

Wealth management

Keith C

Series 63, Series 65

Monroe, CT

Dunbar Associates, LLC

Keith Cuomo is a financial advisor at Dunbar Associates, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Purshe Kaplan Sterling Investments, and Quint Capital Corporation. Dunbar Associates manages approximately $267 million for about 185 clients, primarily serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement-plan advisory services, constructing diversified portfolios with a long-term investment approach supported by fundamental and technical analysis.

Wealth management

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