Advisor at Buck Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buck Wealth Strategies, LLC
Location
Denver, CO 80237
Credentials
Series 66
Industry experience
15 years
Ashley Robinson is a financial advisor at Buck Wealth Strategies, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms including Retirement Planning Strategies and Cabot Lodge Securities. Outside of her advisory role, she conducts educational seminars and presentations for federal employees through LTCPro, LLC, a company focused on federal benefits. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment process emphasizing tactical asset allocation and sector rotation, constructing portfolios tailored to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
4600 S. Syracuse Street, Suite 650
Denver, CO 80237
Colorado
Buck Wealth Strategies
2024 - Present (2 years)
Ltcpro Llc Dba Federal Benefits Made Simple An E.A. Buck Company
2021 - Present (5 years)
Madison Avenue Securities
2021 - Present (5 years)
AE Wealth Management, LLC
2021 - 2025 (4 years)
Retirement Planning Strategies
2016 - 2021 (5 years)
CL Wealth Management LLC
2016 - 2021 (5 years)
Cabot Lodge Securities, LLC
2015 - 2021 (6 years)
Retirement Planning Strategies
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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