# Robert Vickers

> Robert Vickers is a fee-only financial advisor at Capital Advisors Wealth Management in Yakima, Washington, who holds the ChFC credential. Capital Advisors Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Capital Advisors Wealth Management
- **Based in:** Yakima, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.11B across 1,051 accounts
- **Credentials:** ChFC
- **Works with:** Retirees
- **CRD:** 2603508 (https://adviserinfo.sec.gov/individual/summary/2603508)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.capitaladvisorswm.com

## Frequently asked questions

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

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

### Where is Robert Vickers based?

Robert Vickers is based in Yakima, Washington.

### What credentials does Robert Vickers hold?

Robert Vickers holds the ChFC credential.

### Is Robert Vickers registered with the SEC?

Yes. Robert Vickers is registered as an investment adviser representative in TX and WA (CRD 2603508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Capital Advisors Wealth Management manage?

Capital Advisors Wealth Management reports $1.11B across 1,051 accounts in assets under management.

### How do I contact Robert Vickers?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2603508): 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://www.capitaladvisorswm.com/): 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.