William Belko
Roble Belko & Company · Sewickley, Pennsylvania
William Belko is a fee-only financial advisor at Roble Belko & Company in Sewickley, Pennsylvania, who holds the CFP and CFA credentials. William focuses on retirement planning, estate & legacy planning and family wealth transfer. Roble Belko & Company reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Specialties
Who they serve
- Founders
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Roble Belko & Company |
|---|---|
| Based in | Sewickley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $3,000,000 asset minimum |
| Assets under management | $1.55B across 1,146 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 1567501 |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | roblebelko.com |
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William Belko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Roble Belko & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Roble Belko & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does William charge?
According to Roble Belko & Company's website, checked October 30, 2026: a $3,000,000 asset minimum.
Where is William Belko based?
William Belko is based in Sewickley, Pennsylvania.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning, family wealth transfer and founders (pre-exit). William works with founders, executives, high earners and multi-generational families.
What credentials does William Belko hold?
William Belko holds the CFP and CFA credentials.
Is William Belko registered with the SEC?
Yes. William Belko is registered as an investment adviser representative in PA and TX (CRD 1567501), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Roble Belko & Company manage?
Roble Belko & Company reports $1.55B across 1,146 accounts in assets under management.
How do I contact William Belko?
Through William's website, roblebelko.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
- Roble Belko & Company 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.