Randall Roebuck
Uniting Wealth Partners · Denver, Colorado
Randall Roebuck is a fee-only financial advisor at Uniting Wealth Partners in Denver, Colorado, who holds the CFP credential. Uniting Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Uniting Wealth Partners |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $934.6M across 2,337 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR · CRD 1477786 |
| Exams passed | Series 63 (1986) · Series 65 (2003) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | unitingwealthpartners.com |
| Profile |
How Randall's firm compares
- Uniting Wealth Partners's average account is about $400,000, from its Form ADV (assets managed divided by 2,337 accounts).
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Questions about Randall
Is Randall Roebuck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Uniting Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randall charge for financial advice?
Randall's firm, Uniting Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Randall Roebuck based?
Randall Roebuck is based in Denver, Colorado.
What credentials does Randall Roebuck hold?
Randall Roebuck holds the CFP credential.
Is Randall Roebuck registered with the SEC?
Yes. Randall Roebuck is registered as an investment adviser representative in AR (CRD 1477786), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Uniting Wealth Partners manage?
Uniting Wealth Partners reports $934.6M across 2,337 accounts in assets under management.
How do I contact Randall Roebuck?
Through Randall's website, unitingwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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