Basile Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,527,523
Clients
23
Advisors
2
of 2 employees
About
Basile Financial Group serves individuals, high‑net‑worth clients, trusts, and business entities, providing discretionary asset management, financial planning and consulting, and public educational seminars and workshops. The firm delivers tailored analyses of clients’ initial situations and conducts periodic account reviews while managing portfolios on a fee basis.
The firm generally employs a buy‑and‑hold, passive approach using mutual funds and exchange‑traded funds, building portfolios to reflect each client’s objectives, time horizon, and risk tolerance under discretionary authority. Financial plans and recommendations are documented and delivered within stated timeframes (typically up to 90 days when documentation is timely), and account reviews occur at least quarterly or more frequently as market conditions dictate.
Distinctive features include an affiliated accounting and tax‑preparation practice operated by the firm’s principals, through which clients may be offered tax and accounting services; the firm discloses and seeks to mitigate the resulting conflicts and allows clients to engage other providers. The firm’s regular offering of low‑cost public seminars and workshops is also uncommon among peers and is used as an educational channel rather than for providing individualized investment or tax advice.
Client services
Expertise
Fee options
Between $2,500 and $3,000
$0 - $1,500,000: 2.00% annually Over $1,500,000+: 1.60% annually
$150 per hour
Main office
36410 Us Highway 19 N
Palm Harbor FL 34684
Advisors at this office
2
Most active in
Colorado · Florida · New York
Also doing business as
Basile Financial Group · Basile Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Robert B
Series 63, Series 65, Series 66
Palm Harbor, FL
Basile Financial Group, Inc.
Robert Basile is a financial advisor at Basile Financial Group, Inc. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his advisory role, Basile operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities, offering discretionary asset management, financial planning, and public educational seminars. The firm typically employs a buy-and-hold, passive investment approach using mutual funds and ETFs, with tailored portfolio management under discretionary authority.
Robert B
CFP®, Series 63
Palm Harbor, FL
Basile Financial Group, Inc.
Robert Basile is a CFP® with 39 years of experience in financial advising. He is the principal of Basile Financial Group, Inc. in Palm Harbor, FL, and also serves as president of Basile CPA Firm, Inc., where he provides accounting and tax preparation services. His background includes over two decades of involvement in both financial planning and accounting businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and public educational seminars. The firm employs a buy-and-hold, passive investment approach tailored to clients’ objectives, and offers integrated accounting and tax-preparation services through affiliated practices.
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