Robroy Wiley
SmartPlan Investing · Juno Beach, Florida
Robroy Wiley is a fee-only financial advisor at SmartPlan Investing in Juno Beach, Florida. Robroy focuses on retirement planning and small business owners.
Request an introduction to Robroy →
Specialties
Facts
| Firm | SmartPlan Investing |
|---|---|
| Based in | Juno Beach, Florida |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in GA · CRD 5111172 |
| Exams passed | Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.smartplaninvesting.com |
| Profile |
Request an introduction to Robroy
Tell Robroy a little about what you're looking for. Robroy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robroy
Is Robroy Wiley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robroy holds no broker registration, and SmartPlan Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
Where is Robroy Wiley based?
Robroy Wiley is based in Juno Beach, Florida.
What does Robroy specialize in?
Robroy's specialties include retirement planning and small business owners.
Is Robroy Wiley registered with the SEC?
Yes. Robroy Wiley is registered as an investment adviser representative in GA (CRD 5111172), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Robroy Wiley?
Through Robroy's website, www.smartplaninvesting.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
- SmartPlan Investing 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.
See something wrong? Request a correction. Read our methodology.