Robert Wycoff
BrightOrange Advisors · Altadena, California
Robert Wycoff is a fee-only financial advisor at BrightOrange Advisors in Altadena, California. Robert focuses on small business owners, tax planning and real estate investors. BrightOrange Advisors reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Real estate investors
Facts
| Firm | BrightOrange Advisors |
|---|---|
| Based in | Altadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $2M across 16 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7381535 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.brightorangeadvisors.com |
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Questions about Robert
Is Robert Wycoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and BrightOrange 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, BrightOrange Advisors, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Robert Wycoff based?
Robert Wycoff is based in Altadena, California.
What does Robert specialize in?
Robert's specialties include small business owners, tax planning and real estate investors. Robert works with founders and real estate investors.
Is Robert Wycoff registered with the SEC?
Yes. Robert Wycoff is registered as an investment adviser representative in CA (CRD 7381535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BrightOrange Advisors manage?
BrightOrange Advisors reports $2M across 16 accounts in assets under management.
How do I contact Robert Wycoff?
Through Robert's website, www.brightorangeadvisors.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
- BrightOrange 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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