Lee Robinson
LEE R. Robinson & Associates · Stockton, California
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.
Request an introduction to Lee →
Facts
| Firm | LEE R. Robinson & Associates |
|---|---|
| Based in | Stockton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.9M across 21 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 849855 |
| Exams passed | Series 63 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Lee's firm compares
- LEE R. Robinson & Associates's average account is about $186,000, from its Form ADV (assets managed divided by 21 accounts).
Request an introduction to Lee
Tell Lee a little about what you're looking for. Lee 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 Lee
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.
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.