Edward Ward
Robinswood Financial · Kirkland, Washington
Edward Ward is a fee-only financial advisor at Robinswood Financial in Kirkland, Washington. Robinswood Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Robinswood Financial |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $453.2M across 1,404 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2848710 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.robinswood.com |
How Edward's firm compares
- Robinswood Financial's average account is about $323,000, from its Form ADV (assets managed divided by 1,404 accounts).
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Questions about Edward
Is Edward Ward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Robinswood Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, Robinswood Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Ward based?
Edward Ward is based in Kirkland, Washington.
Is Edward Ward registered with the SEC?
Yes. Edward Ward is registered as an investment adviser representative in WA (CRD 2848710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Robinswood Financial manage?
Robinswood Financial reports $453.2M across 1,404 accounts in assets under management.
How do I contact Edward Ward?
Through Edward's website, www.robinswood.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kirkland
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.
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