Mark Robinson
The Watchman Group · Plano, Texas
Mark Robinson is a fee-only financial advisor at The Watchman Group in Plano, Texas. Mark focuses on tax planning. The Watchman Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | The Watchman Group |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $639.7M across 1,128 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 2613001 |
| Exams passed | Series 65 (1995) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.watchmangroup.com |
| Profile |
How Mark's firm compares
- The Watchman Group's average account is about $567,000, from its Form ADV (assets managed divided by 1,128 accounts).
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Questions about Mark
Is Mark Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and The Watchman Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, The Watchman Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Robinson based?
Mark Robinson is based in Plano, Texas.
What does Mark specialize in?
Mark's specialties include tax planning.
Is Mark Robinson registered with the SEC?
Yes. Mark Robinson is registered as an investment adviser representative in LA and TX (CRD 2613001), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Watchman Group manage?
The Watchman Group reports $639.7M across 1,128 accounts in assets under management.
How do I contact Mark Robinson?
Through Mark's website, www.watchmangroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on tax planning
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
- The Watchman Group 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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