Adam Minor
RBS Wealth Management · Alto, Michigan
Adam Minor is a fee-only financial advisor at RBS Wealth Management in Alto, Michigan. Adam focuses on retirement planning, family wealth transfer and founders (pre-exit). RBS Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Founders
- Executives
Facts
| Firm | RBS Wealth Management |
|---|---|
| Based in | Alto, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $322.3M across 1,315 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7694602 |
| Exams passed | Series 66 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | rbswealthmgt.com |
| Profile |
How Adam's firm compares
- RBS Wealth Management's average account is about $245,000, from its Form ADV (assets managed divided by 1,315 accounts).
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Questions about Adam
Is Adam Minor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and RBS Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, RBS Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Minor based?
Adam Minor is based in Alto, Michigan.
What does Adam specialize in?
Adam's specialties include retirement planning, family wealth transfer and founders (pre-exit). Adam works with multi-generational families, founders and executives.
Is Adam Minor registered with the SEC?
Yes. Adam Minor is registered as an investment adviser representative in MI (CRD 7694602), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RBS Wealth Management manage?
RBS Wealth Management reports $322.3M across 1,315 accounts in assets under management.
How do I contact Adam Minor?
Through Adam's website, rbswealthmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RBS Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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