Robert C. Boehner

FINANCIAL CONSULATE

HANOVER, PA

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CRD#: 6737672

Professional summary

Robert Comer Boehner, CFP® is a registered financial advisor currently at FINANCIAL CONSULATE located in Hanover, Pennsylvania.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 1 firm .

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Estate Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

"Robert C Boehner, CPA, PC" is a non operating entity receiving trailing revenue from prior accounting practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Comer Boehner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

December 13, 2016 - Present

FINANCIAL CONSULATE

Office #2: 1302 Proline Place, Gettysburg, PA 17325

RIA

CRD#: 106898

HANOVER, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL CONSULATE

COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS

CRD#: 106898 / SEC#: 801-18829

RIA

Registered Investment Advisory firm - (4/29/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(12/13/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

FINANCIAL CONSULATE

COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS

CRD#: 106898 / SEC#: 801-18829

RIA

Registered Investment Advisory firm - (4/29/1983 Approved)

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Contact information

Main Address

11019 Mccormick Road Suite 200, Hunt Valley, MD 21031

Mailing Address

Phone number

(410) 823-7283

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/18/2025)

Regulatory assets under management

Total Number of Accounts	3,597
AUM (Assets Under Management)	$ 930,031,477

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
07/29/2024	Cover Page	Report
08/09/2023	Cover Page	Report
01/24/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Robert C. Boehner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Comer Boehner's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL CONSULATE

Primary Firm SEC Registration

FINANCIAL CONSULATE

State Registrations and Notice Filings

Exams

Current Firm

FINANCIAL CONSULATE

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FINANCIAL CONSULATE

TRUST BUT VERIFY

Contact information

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