Robert Flagler
Advisor at RW Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at RW Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eagle, ID 83616
Credentials
Series 65
Robert Flagler is a Series 65-licensed advisor with RW Investment Management LLC in Eagle, Idaho. He is part of a 12-advisor team serving a diverse client base. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs a long-term, evidence-based investment approach overseen by an internal committee, utilizing model portfolios that combine passive and active mutual funds, ETFs, and select individual securities or alternatives.
Based on RW Investment Management LLC
Based on RW Investment Management LLC
Financial Planning fees up to $250,000 annually; Pension Consulting flat fees $500 to $25,000
$0 - $999,999.99: 1.125% $1,000,000 - $2,499,999.99: 0.875% $2,500,000 - $4,999,999.99: 0.750% $5,000,000 - $9,999,999.99: 0.625% $10,000,000 - $24,999,999.99: 0.500% $25,000,000+: Negotiable
Pension Consulting hourly fee $250
Minimum fee: Annual minimum advisory fee of $10,000 for new Comprehensive Portfolio Management clients, negotiable at firm’s discretion Fee-only: Comprehensive Portfolio Management fees based on asset tiers; Financial Planning flat fees; Pension Consulting hourly, flat, or % of plan assets
1028 S. Bridgeway Place, Suite 200
Eagle, ID 83616
Idaho
RW Investment Management LLC
2026 - Present (1 year)
Unemployed
2025 - 2026 (1 year)
State of Idaho - Persi
2024 - 2025 (1 year)
The Helmstar Group, LLC
2022 - 2024 (2 years)
Clear Creek Financial Management, LLC
2019 - 2022 (3 years)
Treasure Valley Financial Planning
2018 - 2022 (4 years)
Fuhriman & Belnap LLC
2016 - 2017 (1 year)
Glen Walker & Associates
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")