Robert Pajak
Robert Pajak is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in West Newton, MA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 2,316 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Affirmative charges a fee based on the value of your investments. The exact percentage depends on the custodian holding your assets (Apex, Goldman Sachs, Schwab, or Orion Portfolio Solutions). These fees cover investment management, and in some cases, custody and clearing costs. Your Network Advisor will also charge a separate fee for their services, which will be added to First Affirmative's fee. Minimum account sizes apply, but may be negotiable.
Location
West Newton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a licensed independent insurance agent, authorized to sell insurance products through various companies.
Employment History
Current Registrations
First Affirmative Financial Network LLC
Previous Registrations
Winslow, Evans & Crocker, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.