Robert Robinson
Confidant Financial Solutions · Johns Creek, Georgia
Robert Robinson is a fee-only financial advisor at Confidant Financial Solutions in Johns Creek, Georgia, who holds the CFP credential. Confidant Financial Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Confidant Financial Solutions |
|---|---|
| Based in | Johns Creek, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $42.0M across 173 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 3120754 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- Confidant Financial Solutions's average account is about $243,000, from its Form ADV (assets managed divided by 173 accounts).
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Questions about Robert
Is Robert Robinson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Confidant Financial Solutions 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, Confidant Financial Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Robert Robinson based?
Robert Robinson is based in Johns Creek, Georgia.
What credentials does Robert Robinson hold?
Robert Robinson holds the CFP credential.
Is Robert Robinson registered with the SEC?
Yes. Robert Robinson is registered as an investment adviser representative in GA (CRD 3120754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Confidant Financial Solutions manage?
Confidant Financial Solutions reports $42.0M across 173 accounts in assets under management.
How do I contact Robert Robinson?
Contact details aren't on file yet. Search for Confidant Financial Solutions.
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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