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Robinson Wealth and Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$302,670
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$43,239
About
Robinson Wealth and Financial Planning provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. The firm manages roughly $303,000 in discretionary assets across seven client accounts and documents client objectives and risk tolerances in an Investment Policy Statement for each client.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods and employs both long‑ and short‑term trading strategies. The adviser typically seeks discretionary trading authority and limits recommendations to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities and non‑U.S. securities, with financial plans generally delivered as a one‑time engagement unless additional services are agreed.
Distinctive features include an affiliation with the insurance industry: a firm member is a licensed insurance agent and the firm offers insurance products (including annuities), with disclosed procedures to document and manage the resulting conflicts of interest. The brochure also notes that clients are required to use a specific custodian (Altruist), the firm does not aggregate block trades for multiple clients, and the firm was formed recently (2025), factors that may affect execution and operational scale relative to peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Annuities
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees negotiated between $250 and $10,000.
$0 - $50,000: 1.35% $50,001 - $100,000: 1.3% $100,001 - $300,000: 1.25% $300,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: .75% $3,000,001+: .70%
Main office location
Robinson Wealth and Financial Planning
Hobbs NM, United States
Number of offices
2
Most active in
Robinson Wealth and Financial Planning has reported serving >5 clients in these states in the last 12 months.
New Mexico · Texas
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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