David Smith
Robinson Smith Wealth Advisors · Portsmouth, New Hampshire
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.
Request an introduction to David →
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 | $444.9M across 903 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, NH · CRD 2206751 |
| Exams passed | Series 63 (1992) · Series 65 (2001) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.robinsonsmithwealth.com |
How David's firm compares
- Robinson Smith Wealth Advisors's average account is about $493,000, from its Form ADV (assets managed divided by 903 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.