Cetera Investment Advisers
41yrs
Top advisor by experience in Lititz
26yrs
Robert Watson Simons
Financial advisor at RKL Private Wealth
At a glance
Experience26 years (since 2000)
How that compares ?Top 10% by experience at RKL Private Wealth
OfficeLititz, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through RKL Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2020 – nowRKL Private WealthCurrent firm
- 2000 – 2010RKL Private WealthPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call RKL Private Wealth at (717) 399-1700 and ask for Robert Watson Simons. Robert works from the Lititz, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2000, about 26 years. Top 10% by experience at RKL Private Wealth.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
RKL Private Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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