# Lee Robinson

> Lee Robinson is a fee-only financial advisor at LEE R. Robinson & Associates in Stockton, California, who holds the CFP credential. LEE R. Robinson & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** LEE R. Robinson & Associates
- **Based in:** Stockton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $3.9M across 21 accounts
- **Credentials:** CFP
- **CRD:** 849855 (https://adviserinfo.sec.gov/individual/summary/849855)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2007)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Lee Robinson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lee holds no broker registration, and LEE R. Robinson & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lee charge for financial advice?

Lee's firm, LEE R. Robinson & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lee Robinson based?

Lee Robinson is based in Stockton, California.

### What credentials does Lee Robinson hold?

Lee Robinson holds the CFP credential.

### Is Lee Robinson registered with the SEC?

Yes. Lee Robinson is registered as an investment adviser representative in CA (CRD 849855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does LEE R. Robinson & Associates manage?

LEE R. Robinson & Associates reports $3.9M across 21 accounts in assets under management.

### How do I contact Lee Robinson?

Contact details aren't on file yet. Search for LEE R. Robinson & Associates.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/849855): 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.