# Robert Pickels

> Robert Pickels is a fee-only financial advisor at Whitney & Company in Rochester, New York, who holds the CFA credential. Robert focuses on retirement planning, tax planning and estate & legacy planning. Whitney & Company reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-pickels/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Whitney & Company
- **Based in:** Rochester, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.49B across 1,885 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 2968427 (https://adviserinfo.sec.gov/individual/summary/2968427)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1998)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.whitneyandcompany.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Whitney & Company 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, Whitney & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert Pickels based?

Robert Pickels is based in Rochester, New York.

### What does Robert specialize in?

Robert's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Robert Pickels hold?

Robert Pickels holds the CFA credential.

### Is Robert Pickels registered with the SEC?

Yes. Robert Pickels is registered as an investment adviser representative in NY (CRD 2968427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Whitney & Company manage?

Whitney & Company reports $1.49B across 1,885 accounts in assets under management.

### How do I contact Robert Pickels?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2968427): 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
- The firm's website (https://whitney.money/): specialties, clients served, and fees, checked October 30, 2026

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