Robert Fleck
World Capital Advisors · Denver, Colorado
Robert Fleck is a fee-only financial advisor at World Capital Advisors in Denver, Colorado, who holds the CFP credential. World Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | World Capital Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $72.0M across 65 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, VA · CRD 1348735 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- World Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Robert
Is Robert Fleck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and World Capital Advisors 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, World Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Fleck based?
Robert Fleck is based in Denver, Colorado.
What credentials does Robert Fleck hold?
Robert Fleck holds the CFP credential.
Is Robert Fleck registered with the SEC?
Yes. Robert Fleck is registered as an investment adviser representative in PA and VA (CRD 1348735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does World Capital Advisors manage?
World Capital Advisors reports $72.0M across 65 accounts in assets under management.
How do I contact Robert Fleck?
Contact details aren't on file yet. Search for World Capital Advisors.
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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