Advisor at ATI Wealth Partners, 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
ATI Wealth Partners, LLC
Location
New Castle, NH
Credentials
CFP®, Series 63
Industry experience
15 years
Russell Robertson is a CFP® with 15 years of industry experience, currently serving as the Chief Compliance Officer and Investment Advisor Representative at ATI Wealth Partners, LLC. He also holds an advisory role at J. Murphy Asset Management, LLC. ATI Wealth Partners offers discretionary asset management and financial planning services to individuals, small businesses, and fiduciary clients, utilizing a long-term strategic asset allocation with diversified ETFs and structured notes. The firm incorporates derivatives and options strategies in separately managed accounts, a practice less common among independent advisers.
Fixed fee of $1,800 for comprehensive financial planning; limited-scope planning starts at $350
$0 - $50,000: 1.00% annually $50,000 - $200,000: 1.00% annually $200,000 - $1,000,000: 1.00% annually $1,000,000+: Negotiable
$200 per hour for financial planning if terminated before completion
Fee-only: Fixed fee of $1,800 for comprehensive financial planning; limited-scope planning starts at $350; planning fees may be prorated at $200/hr if terminated early
New Castle, NH
Georgia · Illinois · Maine · Massachusetts · New Hampshire · Tennessee · Texas
J. Murphy Asset Management, LLC dba J. Murphy Asset and Tax Mana
2022 - Present (4 years)
ATI Wealth Partners
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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