Rob Auclair

Personal Finance, Retirement, Investing
“With over 17 years of experience in the finance industry, Robert Auclair is dedicated to creating and maintaining wealth for his clients through long term effective asset management. ”

Balanced Wealth Management

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Rob Auclair is a 1996 graduate from Providence college with a degree in accountancy. Rob spent one year in Boston as a bond accountant with State Street Bank. In 1998, Rob joined Northwestern Mutual where he received new representative of the year along with reaching MDRT (million dollar round table) status. In 2005, Rob merged with Randall Financial Group to bring financial planning and investment strategies to the forefront of his practice. In 2006, Rob helped lead Randall Financial Group's purchase of King Tax Planning in Uxbridge, Massachusetts. The practice prepared over 500 returns annually along with integrating financial planning and investment planning with tax clients.

In 2015, Rob opened up Balanced Wealth Management where he integrates technology, investment planning, financial planning, with the psychology of motivating people to reach their life and financial goals. Rob specializes in portfolio management, 401K Fiduciary Fund Management, Individual Financial Plans, Tax and Investment Integration Planning. He is committed to building client relationships based on trust, competent professional advice, continual communication and prompt personal service. As with all successful professionals, he believes that a good financial plan is the foundation for long term financial success.

Rob was featured for four years on Fox Providence's Money Pros as the financial planning pro. In addition, he has been heard on WPRO, along with several appearances on Providence's ABC-6. He continues to be a resource for local media in regards to investments and financial planning.


BS, Accountancy, Providence College

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    Career / Compensation
What amount of fees should I reasonably expect from a Financial Advisor?
60% of people found this answer helpful

Generally, fees are on a sliding scale and usually range from 0.50%-1.50%. Be sure to know if you pay maintenance fees, account closing fees, cost to trade, etc. Not only is knowing the charges important, but it is important to know what you get.

For example, someone who charges 1% may never even see you and someone who charges 1.25% may see you often, provide tax services, estate planning, insurance, etc.

January 2017
How can I acquire investors without giving up my idea?
50% of people found this answer helpful
November 2016
    Personal Finance
Should I take my lottery winnings in a lump sum or annually?
43% of people found this answer helpful
October 2016
    IRAs, Stocks
Can you provide clarity into how a Rollover IRA works?
25% of people found this answer helpful
January 2017
Does my employer's matching contribution count towards the maximum I can contribute to my 401(k) plan?
0% of people found this answer helpful
October 2016