Michelle Robinson
Joss Brown Wealth Advisors · Williamsburg, Virginia
Michelle Robinson is a fee-only financial advisor at Joss Brown Wealth Advisors in Williamsburg, Virginia, who holds the CFP credential. Joss Brown Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Joss Brown Wealth Advisors |
|---|---|
| Based in | Williamsburg, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.4M across 603 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7214395 |
| Exams passed | Series 65 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.jossbrown.com |
How Michelle's firm compares
- Joss Brown Wealth Advisors's average account is about $269,000, from its Form ADV (assets managed divided by 603 accounts).
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Questions about Michelle
Is Michelle Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and Joss Brown Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, Joss Brown Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michelle Robinson based?
Michelle Robinson is based in Williamsburg, Virginia.
What credentials does Michelle Robinson hold?
Michelle Robinson holds the CFP credential.
Is Michelle Robinson registered with the SEC?
Yes. Michelle Robinson is registered as an investment adviser representative in VA (CRD 7214395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Joss Brown Wealth Advisors manage?
Joss Brown Wealth Advisors reports $162.4M across 603 accounts in assets under management.
How do I contact Michelle Robinson?
Through Michelle's website, www.jossbrown.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
- 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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