Bob Shopes, CFP® Favrile Financial

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About Bob Shopes, CFP®

I have an unusual background for a financial advisor. I have a Ph.D in Biophysics and founded several biotech companies. After one company went public, leaving me financially secure, I retired early to fullfill my dream to be a ski bum. Early retirement was not for me but I discovered while volunteering that I loved talking to people about their financial lives. Who knew?

I joined a small brokerage, got properly licensed, started learning the business and earned my CFP. After six years I left to start my own registered investment advisor firm.

Favrile Financial was founded on the fiduciary principle to always put the clients interest first. We are strictly fee only and will not accept commissions from any third party. The client deserves our undivided loyalty as a fiduciary. Secondly, we do not charge fees on the basis of your “assets under management”. This allows us to give our best advice without concern over where your assets are located. We charge a flat annual fee and that is all. We have no minimum asset or age qualifications but clients are typically 60+, near, or in, retirement and have a net worth of more than $1MM.

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Ideal Clients

  • Baby Boomers
  • Income Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $625+/mo
  • Flat Fee: $7500+/engagement

SEC Records

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