John Robinson III
Advisor at Financial Management, Inc.
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.
Advisor at Financial Management, Inc.
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.
Location
Little Rock, AR 72212
Credentials
CFP®, Series 66
Industry experience
39 years
John Robinson is a CFP® professional with 39 years of experience in financial advising. He has been with Financial Management, Inc. since 1986 and also works with Barefoot Consultants, where he provides life transitions coaching for clients considering retirement or international relocation. His prior work includes a 27-year tenure at the University of Arkansas for Medical Sciences. Financial Management, Inc. offers investment management and financial advisory services to individuals, retirement plans, nonprofits, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in client assets.
Based on Financial Management, Inc.
Based on Financial Management, Inc.
Fixed fees for consulting services (amounts not specifically detailed)
$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $4,000,000: 0.40% annually $4,000,001+: 0.20% annually
Certain supervised persons receive commissions for sale of fixed insurance products and trail commissions
Generally $300 per hour, up to $20,000
Fee-only: Hourly rate generally $300/hour, up to $20,000; also fixed fees for consulting services
4007 N. Rodney Parham Road
Little Rock, AR 72212
Arkansas · Texas
Barefoot Consultants
2016 - Present (10 years)
Univ. of Ark. for Medical Sciences
1994 - 2021 (27 years)
Financial Management, Inc.
1986 - Present (40 years)
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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