THE ROBERT J. WILKES PLANNING FORUM

Overview

The Robert J. Wilkes Planning Forum operates as a sole proprietorship, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is owned by Robert J. Wilkes, who is actively involved in the advisory activities. While the firm does not classify itself as a capital allocator, it does engage in insurance brokerage as part of its business activities. The fee structure is based on a percentage of assets under management and commissions, which is typical for firms in this sector. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices