# Robert Cluck

> Robert Cluck is a fee-only financial advisor at The Aspen Equity Group in Waco, Texas, who holds the CFP credential. The Aspen Equity Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-cluck/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Aspen Equity Group
- **Based in:** Waco, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $36.7M across 89 accounts
- **Credentials:** CFP
- **CRD:** 1735383 (https://adviserinfo.sec.gov/individual/summary/1735383)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1987)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.aspenequitygroup.com

## Frequently asked questions

### Is Robert Cluck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and The Aspen Equity Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, The Aspen Equity Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Cluck based?

Robert Cluck is based in Waco, Texas.

### What credentials does Robert Cluck hold?

Robert Cluck holds the CFP credential.

### Is Robert Cluck registered with the SEC?

Yes. Robert Cluck is registered as an investment adviser representative in TX (CRD 1735383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Aspen Equity Group manage?

The Aspen Equity Group reports $36.7M across 89 accounts in assets under management.

### How do I contact Robert Cluck?

Through Robert's website, www.aspenequitygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1735383): 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

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