Robert Wilkinson
WhiteRock Wealth Design · Fayetteville, Arkansas
Robert Wilkinson is a fee-only financial advisor at WhiteRock Wealth Design in Fayetteville, Arkansas. Robert focuses on retirement planning. WhiteRock Wealth Design reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WhiteRock Wealth Design |
|---|---|
| Based in | Fayetteville, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $632.9M across 1,892 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 5434456 |
| Exams passed | Series 66 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.whiterockwealthdesign.com |
| Profile |
How Robert's firm compares
- WhiteRock Wealth Design's average account is about $335,000, from its Form ADV (assets managed divided by 1,892 accounts).
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Questions about Robert
Is Robert Wilkinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and WhiteRock Wealth Design 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, WhiteRock Wealth Design, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Wilkinson based?
Robert Wilkinson is based in Fayetteville, Arkansas.
What does Robert specialize in?
Robert's specialties include retirement planning.
Is Robert Wilkinson registered with the SEC?
Yes. Robert Wilkinson is registered as an investment adviser representative in AR and TX (CRD 5434456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WhiteRock Wealth Design manage?
WhiteRock Wealth Design reports $632.9M across 1,892 accounts in assets under management.
How do I contact Robert Wilkinson?
Through Robert's website, www.whiterockwealthdesign.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
- WhiteRock Wealth Design website : specialties, clients served, and fees, checked October 30, 2026
- 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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