Anne Robinson
QuadCap Wealth Management · Frisco, Texas
Anne Robinson is a fee-only financial advisor at QuadCap Wealth Management in Frisco, Texas. Anne focuses on retirement planning, estate & legacy planning and tax planning. QuadCap Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Pre-retirees
Facts
| Firm | QuadCap Wealth Management |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.34B across 1,974 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5370418 |
| Exams passed | Series 66 (2007) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.quadcapwm.com |
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Questions about Anne
Is Anne Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and QuadCap Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne's firm, QuadCap Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anne Robinson based?
Anne Robinson is based in Frisco, Texas.
What does Anne specialize in?
Anne's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Anne works with executives and pre-retirees.
Is Anne Robinson registered with the SEC?
Yes. Anne Robinson is registered as an investment adviser representative in TX (CRD 5370418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does QuadCap Wealth Management manage?
QuadCap Wealth Management reports $1.34B across 1,974 accounts in assets under management.
How do I contact Anne Robinson?
Through Anne's website, www.quadcapwm.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
- QuadCap 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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