# Robert Weinstein

> Robert Weinstein is a fee-only financial advisor at Round Rock Advisors in Harrison, New York, who holds the CFP and PFS credentials. Robert focuses on estate & legacy planning, tax planning and retirement planning. Round Rock Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Round Rock Advisors
- **Based in:** Harrison, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $906.7M across 1,935 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Family wealth transfer
- **CRD:** 723699 (https://adviserinfo.sec.gov/individual/summary/723699)
- **SEC registration:** Investment adviser representative in CT, NY
- **Exams passed:** Series 63 (1986)
- **Firm size:** 22 employees
- **Disclosures:** None reported
- **Website:** http://roundrockadvisors.com/

## Frequently asked questions

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

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

### Where is Robert Weinstein based?

Robert Weinstein is based in Harrison, New York.

### What does Robert specialize in?

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

### What credentials does Robert Weinstein hold?

Robert Weinstein holds the CFP and PFS credentials.

### Is Robert Weinstein registered with the SEC?

Yes. Robert Weinstein is registered as an investment adviser representative in CT and NY (CRD 723699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Round Rock Advisors manage?

Round Rock Advisors reports $906.7M across 1,935 accounts in assets under management.

### How do I contact Robert Weinstein?

Through Robert's website, roundrockadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/723699): 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://roundrockadvisors.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.