Robert Cluck
The Aspen Equity Group · Waco, Texas
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.
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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 | $36.7M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1735383 |
| Exams passed | Series 63 (1987) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.aspenequitygroup.com |
How Robert's firm compares
- The Aspen Equity Group's average account is about $412,000, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Waco
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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