Katrina Robertson
Phoenix Rising Wealth Management · Hot Springs, Arkansas
Katrina Robertson is a fee-only financial advisor at Phoenix Rising Wealth Management in Hot Springs, Arkansas. Katrina focuses on divorce financial planning and retirement planning. Phoenix Rising 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
- Divorced individuals
Facts
| Firm | Phoenix Rising Wealth Management |
|---|---|
| Based in | Hot Springs, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $539.2M across 1,225 accounts |
| SEC registration | Investment adviser representative in AR, LA, TX · CRD 5354930 |
| Exams passed | Series 66 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.phoenixrisingwm.com |
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Questions about Katrina
Is Katrina Robertson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katrina holds no broker registration, and Phoenix Rising Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katrina charge for financial advice?
Katrina's firm, Phoenix Rising Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Katrina work with clients virtually?
Yes. Phoenix Rising Wealth Management says on its website that it works with clients remotely.
Where is Katrina Robertson based?
Katrina Robertson is based in Hot Springs, Arkansas.
What does Katrina specialize in?
Katrina's specialties include divorce financial planning and retirement planning. Katrina works with divorced individuals.
Is Katrina Robertson registered with the SEC?
Yes. Katrina Robertson is registered as an investment adviser representative in AR, LA and TX (CRD 5354930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phoenix Rising Wealth Management manage?
Phoenix Rising Wealth Management reports $539.2M across 1,225 accounts in assets under management.
How do I contact Katrina Robertson?
Through Katrina's website, www.phoenixrisingwm.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
- Phoenix Rising 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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