# Keith Wander

> Keith Wander is a fee-only financial advisor at Roble Belko & Company in Sewickley, Pennsylvania, who holds the CFA credential. Keith focuses on retirement planning, estate & legacy planning and family wealth transfer. Roble Belko & Company reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/keith-wander/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Roble Belko & Company
- **Based in:** Sewickley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $3,000,000 asset minimum
- **Assets under management (firm):** $1.55B across 1,146 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Founders, Executives, High earners, Multi-generational families
- **CRD:** 6465771 (https://adviserinfo.sec.gov/individual/summary/6465771)
- **SEC registration:** Investment adviser representative in PA, TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://roblebelko.com/

## Frequently asked questions

### Is Keith Wander a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Roble Belko & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Keith charge for financial advice?

Keith's firm, Roble Belko & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Keith charge?

According to Roble Belko & Company's website, checked October 30, 2026: a $3,000,000 asset minimum.

### Where is Keith Wander based?

Keith Wander is based in Sewickley, Pennsylvania.

### What does Keith specialize in?

Keith's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). Keith works with founders, executives, high earners and multi-generational families.

### What credentials does Keith Wander hold?

Keith Wander holds the CFA credential.

### Is Keith Wander registered with the SEC?

Yes. Keith Wander is registered as an investment adviser representative in PA and TX (CRD 6465771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Roble Belko & Company manage?

Roble Belko & Company reports $1.55B across 1,146 accounts in assets under management.

### How do I contact Keith Wander?

Through Keith's website, roblebelko.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6465771): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://roblebelko.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.