Robert A. Sandler, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$77,770,047
Total clients
35
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$2,222,001
About
Robert A. Sandler, LLC provides personalized financial planning and investment management primarily to individual clients. Services described in the brochure include comprehensive financial plans (cash flow, tax, retirement, education funding, and estate planning), as well as ongoing portfolio supervision and the option for hourly or flat‑fee consulting engagements.
The firm’s investment approach emphasizes diversified, low‑cost index mutual funds and ETFs, a buy‑and‑hold discipline with regular rebalancing, and asset allocations tailored to each client’s risk profile as measured by publicly available web‑based tools. Sandler implements client strategies through discount custodians and may accept limited discretionary authority to rebalance accounts while clients retain custody of assets.
Notable distinguishing features include a relatively concentrated practice: the sole advisor reports managing approximately $77.8 million in discretionary assets for about 35 clients, which implies a higher assets‑per‑client relationship than many solo advisers. The brochure also discloses operational practices that are less common for firms this size — including a formal statement on vendor use of artificial intelligence and related due diligence, an explicit contingency plan identifying alternative service providers given the single‑advisor structure, and a strict fee‑only policy with no commissions or referral fees.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
Flat fee agreed upon and set forth in the Financial Planning Agreement for financial plans
$150 to $300 per hour for financial planning or consulting services
Minimum fee: $300 minimum annual fee Fee-only: Financial planning fees charged $150 to $300 per hour or flat fee agreed upon in advance
Main office location
Robert A. Sandler, LLC
Clarksville MD, United States
Number of offices
1
Most active in
Robert A. Sandler, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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