Robert MacRae
Robinswood Financial · Kirkland, Washington
Robert MacRae is a fee-only financial advisor at Robinswood Financial in Kirkland, Washington, who holds the CFP credential. Robinswood Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Robinswood Financial |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $453.2M across 1,404 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6844196 |
| Exams passed | Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | robinswood.com |
How Robert's firm compares
- Robinswood Financial's average account is about $323,000, from its Form ADV (assets managed divided by 1,404 accounts).
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Questions about Robert
Is Robert MacRae a fee-only financial advisor?
Yes. Robert MacRae is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.
How does Robert charge for financial advice?
Robert's firm, Robinswood Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert MacRae based?
Robert MacRae is based in Kirkland, Washington.
What credentials does Robert MacRae hold?
Robert MacRae holds the CFP credential.
Is Robert MacRae registered with the SEC?
Yes. Robert MacRae is registered as an investment adviser representative in WA (CRD 6844196), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Robinswood Financial manage?
Robinswood Financial reports $453.2M across 1,404 accounts in assets under management.
How do I contact Robert MacRae?
Through Robert's website, robinswood.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Robinswood Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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