THE ROBERT J. WILKES PLANNING FORUM
The Robert J. Wilkes Planning Forum is a well-respected financial advisory firm that has been serving clients for over 25 years. Led by experienced financial expert Robert J. Wilkes, the firm prides itself on providing personalized and comprehensive financial planning services to individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
The advisors at The Robert J. Wilkes Planning Forum help clients achieve their financial goals by providing tailored financial planning and investment management services. Their process involves understanding each client’s unique financial situation and creating a personalized strategy to help them achieve their objectives.
Facts and Insights
Here are some key facts and insights about The Robert J. Wilkes Planning Forum:
- Founded in 1995 by Robert J. Wilkes, CFP
- Over $500 million in assets under management
- Over 25 years of experience serving clients
- A team of highly qualified financial advisors
- Comprehensive financial planning and investment management services offered
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25+ years |
Financial Services Offered
The Robert J. Wilkes Planning Forum offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Retirement planning
- Investment management
- Asset allocation
- Estate planning
- Tax planning
- Education planning
- Insurance analysis and recommendations
Client Types
The Robert J. Wilkes Planning Forum works with a variety of clients, including individuals, families, and businesses. They have the expertise and experience to assist clients from all walks of life, whether they are just starting out or are well-established in their careers.
Fees & Compensation
The Robert J. Wilkes Planning Forum operates on a fee-only basis, meaning they do not earn commissions from the products they recommend. This allows them to provide unbiased and objective advice to their clients. The firm’s fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ goals.
Background
Robert J. Wilkes, CFP, founded The Robert J. Wilkes Planning Forum in 1995 with the vision of providing holistic financial planning services to individuals and businesses. He has over 30 years of experience in the financial industry and is a trusted advisor to his clients. The team at The Robert J. Wilkes Planning Forum is made up of experienced and knowledgeable financial professionals who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interests or disciplinary actions. Here are some disclosures to know about The Robert J. Wilkes Planning Forum:
- The firm is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC)
- The firm has no disclosures of disciplinary actions or legal proceedings
- The advisors at the firm have no history of regulatory or criminal events