Robert Roback Jr.
Luther Forest Wealth Advisors · Malta, New York
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.
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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 | $98.6M across 471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5924509 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lutherforestwealthadvisors.com |
How Robert's firm compares
- Luther Forest Wealth Advisors's average account is about $209,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Robert
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.
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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