Robert W Bartlett
Investment Adviser Representative at THE Mather Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert W. Bartlett is an investment adviser representative with The Mather Group, LLC in Cincinnati, OH, where they have been registered since 2023. They have worked in the securities industry since 2016 and were previously registered with Clear Perspectives Financial Planning, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Clear Perspectives Financial Planning, LLCDec 2015 – May 2023Cincinnati, OH
- The Mather Group, LLCMay 2023 – no end date reportedCincinnati, OH
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Mather Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- First $2,000,0001.15%
- Next $8,000,0000.75%
- Balance Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, tax strategy and compliance (with in-house CPAs), and estate planning, delivered through an integrated, commission-free, fee-only approach with transparent pricing.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 114
- Offices listed on AdvisorFinder:
- 63
- Main office:
- Chicago, IL
- SEC file number:
- 801-72156
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 4, 2026
View full firm profileOther advisors at THE Mather Group, LLC
Showing 12 of 114 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert W Bartlett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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