# Robert Roback Jr.

> Robert Roback Jr. is a fee-only financial advisor at Luther Forest Wealth Advisors in Malta, New York, who holds the CFP credential. Luther Forest Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-roback-jr/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Luther Forest Wealth Advisors
- **Based in:** Malta, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $98.6M across 471 accounts
- **Credentials:** CFP
- **CRD:** 5924509 (https://adviserinfo.sec.gov/individual/summary/5924509)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.lutherforestwealthadvisors.com

## Frequently asked questions

### Is Robert Roback Jr. a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Luther Forest Wealth 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, Luther Forest Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Roback Jr. based?

Robert Roback Jr. is based in Malta, New York.

### What credentials does Robert Roback Jr. hold?

Robert Roback Jr. holds the CFP credential.

### Is Robert Roback Jr. registered with the SEC?

Yes. Robert Roback Jr. is registered as an investment adviser representative in NY (CRD 5924509), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Luther Forest Wealth Advisors manage?

Luther Forest Wealth Advisors reports $98.6M across 471 accounts in assets under management.

### How do I contact Robert Roback Jr.?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5924509): 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

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