L
Lee R. Robinson & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,900,000
Total clients
21
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$185,714
About
The firm is a sole‑practitioner independent adviser that works with individual and retirement‑plan clients, delivering comprehensive financial planning and managed-account services. Its planning scope explicitly includes investment analysis, estate and tax planning, retirement income and transfer planning, and assisted‑living planning alongside portfolio recommendations.
Investment management is provided primarily on a non‑discretionary basis, meaning the adviser makes recommendations but clients give prior approval for transactions — a practice that is uncommon among peer independent firms. The firm applies Modern Portfolio Theory to construct portfolios of stocks, bonds, mutual funds and ETFs and periodically “reoptimizes” allocations to keep accounts aligned with client objectives and risk tolerances.
Distinctive aspects include the practice’s small scale and long tenure as a single‑advisor operation managing a limited number of client relationships, and the adviser’s CFP credential. The brochure also discloses a recommended custodian relationship through which the firm receives certain economic benefits, a potential conflict the firm says it manages and discloses to clients.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General estate planning guidance
General tax planning
Elder care planning
Fee options
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Fee-only: Financial planning fees range from $1,000 to $25,000, negotiable and based on complexity and time.
Main office location
Lee R. Robinson & Associates
5250 Claremont Avenue, Suite 218
Stockton CA 95207, United States
Number of offices
1
Most active in
Lee R. Robinson & Associates has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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