# The Robert J. Wilkes Planning Forum

> The Robert J. Wilkes Planning Forum is a state-registered investment advisory firm in Binghamton, NY, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated April 16, 2019.

- CRD: 119953
- Filed as: THE ROBERT J. WILKES PLANNING FORUM
- Legal name: Robert J. Wilkes, JR.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Binghamton, NY
- Filing period: October 2026
- Form ADV filing dated: April 16, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119953
- AdvisorCensus page: https://advisorcensus.com/firm/the-robert-j-wilkes-planning-forum-binghamton-ny-119953

## Quick answers

**How is The Robert J. Wilkes Planning Forum compensated?**
On its Form ADV (Item 5.E, October 2026), The Robert J. Wilkes Planning Forum reports these compensation arrangements: a percentage of assets under its management; commissions.

**Where is The Robert J. Wilkes Planning Forum located?**
The Robert J. Wilkes Planning Forum's principal office is in Binghamton, NY, according to its Form ADV.

**Is The Robert J. Wilkes Planning Forum registered with the SEC or a state?**
The Robert J. Wilkes Planning Forum is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 119953.

**Does The Robert J. Wilkes Planning Forum report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119953

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Robert J. Wilkes Planning Forum (CRD 119953): Form ADV filing data as of October 2026.