Robert Richardson
Winthrop Partners - WPA · Pittburgh, Pennsylvania
Robert Richardson is a fee-only financial advisor at Winthrop Partners - WPA in Pittburgh, Pennsylvania. Winthrop Partners - WPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Winthrop Partners - WPA |
|---|---|
| Based in | Pittburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $44.1M across 104 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7671669 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.winthroppartners.com |
| Profile |
How Robert's firm compares
- Winthrop Partners - WPA's average account is about $424,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Robert
Is Robert Richardson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Winthrop Partners - WPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Winthrop Partners - WPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Richardson based?
Robert Richardson is based in Pittburgh, Pennsylvania.
Is Robert Richardson registered with the SEC?
Yes. Robert Richardson is registered as an investment adviser representative in PA (CRD 7671669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winthrop Partners - WPA manage?
Winthrop Partners - WPA reports $44.1M across 104 accounts in assets under management.
How do I contact Robert Richardson?
Through Robert's website, www.winthroppartners.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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