# David Smith

> David Smith is a fee-only financial advisor at Robinson Smith Wealth Advisors in Portsmouth, New Hampshire, who holds the CFP credential. Robinson Smith Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-smith-2206751/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Robinson Smith Wealth Advisors
- **Based in:** Portsmouth, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $444.9M across 903 accounts
- **Credentials:** CFP
- **CRD:** 2206751 (https://adviserinfo.sec.gov/individual/summary/2206751)
- **SEC registration:** Investment adviser representative in ME, NH
- **Exams passed:** Series 63 (1992), Series 65 (2001)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.robinsonsmithwealth.com

## Frequently asked questions

### Is David Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Robinson Smith Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Robinson Smith Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Smith based?

David Smith is based in Portsmouth, New Hampshire.

### What credentials does David Smith hold?

David Smith holds the CFP credential.

### Is David Smith registered with the SEC?

Yes. David Smith is registered as an investment adviser representative in ME and NH (CRD 2206751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Robinson Smith Wealth Advisors manage?

Robinson Smith Wealth Advisors reports $444.9M across 903 accounts in assets under management.

### How do I contact David Smith?

Through David's website, www.robinsonsmithwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2206751): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.