Robert Pascarella
Peerless Wealth · Spring, Texas
Robert Pascarella is a fee-only financial advisor at Peerless Wealth in Spring, Texas. Robert focuses on tax planning, retirement planning and estate & legacy planning. Peerless Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- High earners
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Peerless Wealth |
|---|---|
| Based in | Spring, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $148.7M across 421 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7636255 |
| Exams passed | Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | peerless-wealth.com |
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Questions about Robert
Is Robert Pascarella a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Peerless Wealth 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, Peerless Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Pascarella based?
Robert Pascarella is based in Spring, Texas.
What does Robert specialize in?
Robert's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and cross-border (US / Canada). Robert works with physicians, executives, high earners, retirees and pre-retirees.
Is Robert Pascarella registered with the SEC?
Yes. Robert Pascarella is registered as an investment adviser representative in TX (CRD 7636255), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Peerless Wealth manage?
Peerless Wealth reports $148.7M across 421 accounts in assets under management.
How do I contact Robert Pascarella?
Through Robert's website, peerless-wealth.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
- Peerless Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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