# The Robert J. Wilkes Planning Forum

The Robert J. Wilkes Planning Forum is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 119953
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119953

## About

The Robert J. Wilkes Planning Forum is a state-registered investment adviser. It is based in Binghamton, NY. The firm employs one employee and one investment adviser.

## People

- Robert J. Wilkes — Founder

## Questions

### Who founded The Robert J. Wilkes Planning Forum?

Robert J. Wilkes, a licensed attorney and certified public accountant, founded the firm. His background combines legal and tax expertise, shaping the firm's integrated advisory approach.

### What types of services does The Robert J. Wilkes Planning Forum offer?

The firm specializes in tax planning, estate planning, wealth transfer strategies, and investment management. It coordinates legal, accounting, and financial services under a single advisory umbrella.

### Does the firm invest directly in private companies?

Limited public information exists about direct private investments. The office historically focuses on public securities, real estate, and private credit, but specific holdings remain undisclosed.

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Last updated: 2026-07-06T01:24:27.035Z

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