Robert Wojcik
W Wealth Advisors · Gilbert, Arizona
Robert Wojcik is a fee-only financial advisor at W Wealth Advisors in Gilbert, Arizona. Robert focuses on retirement planning, tax planning and sustainable & impact investing. W Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | W Wealth Advisors |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | No asset minimum |
| Assets under management | $17.9M across 238 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 1468090 |
| Exams passed | Series 63 (1999) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wwealthadvisors.com |
| Profile |
How Robert's firm compares
- W Wealth Advisors's average account is about $75,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Robert
Is Robert Wojcik a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and W 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, W Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Robert charge?
According to W Wealth Advisors's website, checked October 30, 2026: no asset minimum.
Where is Robert Wojcik based?
Robert Wojcik is based in Gilbert, Arizona.
What does Robert specialize in?
Robert's specialties include retirement planning, tax planning and sustainable & impact investing.
Is Robert Wojcik registered with the SEC?
Yes. Robert Wojcik is registered as an investment adviser representative in AZ (CRD 1468090), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does W Wealth Advisors manage?
W Wealth Advisors reports $17.9M across 238 accounts in assets under management.
How do I contact Robert Wojcik?
Through Robert's website, www.wwealthadvisors.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
- W Wealth Advisors 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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