Robert Pick
RightWise Wealth · Las Vegas, Nevada
Robert Pick is a fee-only financial advisor at RightWise Wealth in Las Vegas, Nevada. Robert charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,700 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, small business owners and tax planning.
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Specialties
Who they serve
- High earners
- Tech employees
Facts
| Firm | RightWise Wealth |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,700 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $13.7M across 78 accounts |
| SEC registration | Investment adviser representative in IL · CRD 5360457 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.rightwisewealth.com |
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Questions about Robert
Is Robert Pick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and RightWise 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 charges a percentage of assets and an ongoing planning fee.
How much does Robert charge?
According to RightWise Wealth's website, checked October 30, 2026: ongoing planning from $4,700 a year; 1% a year on the first tier of assets managed.
Where is Robert Pick based?
Robert Pick is based in Las Vegas, Nevada.
What does Robert specialize in?
Robert's specialties include equity compensation, small business owners, tax planning, estate & legacy planning and retirement planning. Robert works with high earners and tech employees.
Is Robert Pick registered with the SEC?
Yes. Robert Pick is registered as an investment adviser representative in IL (CRD 5360457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RightWise Wealth manage?
RightWise Wealth reports $13.7M across 78 accounts in assets under management.
How do I contact Robert Pick?
Through Robert's website, www.rightwisewealth.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
- RightWise 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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