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Robert Pick

Financial advisor at Rightwise Wealth

Robert Pick is a fiduciary financial advisor in Elmhurst, Illinois, registered since Jun 2026. Robert has been with Rightwise Wealth since 2026. Rightwise Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 147 advisors with offices in Elmhurst, and one of 136 fiduciaries.

Elmhurst, ILFiduciary advisorFee-only firm

At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
OfficeElmhurst, IL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$369,930
Advisors at the firm3
States licensed ?1 state

Services through Rightwise Wealth

Financial planningInvestment management for individuals and small businessesChoosing 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.

Series 65Uniform Investment Adviser Law Examination

Career

  1. Jul 2026 – now
    Rightwise WealthCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Rightwise Wealth at (702) 986-0868 and ask for Robert Pick. Robert works from the Elmhurst, IL office.

How long has Robert been a financial advisor?

Robert is new to the profession, registered since Jun 2026, and holds 1 license.

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?

Rightwise Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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