# Robert Russell

> Robert Russell is a fee-only financial advisor at Qmulate Capital in Ojai, California. Robert charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,200 a year and one-time plans from $500) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/robert-russell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Qmulate Capital
- **Based in:** Ojai, California
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; one-time plans from $500; $200 an hour; 1.25% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6M across 31 accounts
- **Specialties:** Retirement planning
- **CRD:** 5177880 (https://adviserinfo.sec.gov/individual/summary/5177880)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2013), Series 65 (2026)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://qmulatecapital.com

## Frequently asked questions

### Is Robert Russell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Qmulate Capital 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 charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Robert charge?

According to Qmulate Capital's website, checked October 30, 2026: ongoing planning from $1,200 a year; one-time plans from $500; $200 an hour; 1.25% a year on the first tier of assets managed.

### Where is Robert Russell based?

Robert Russell is based in Ojai, California.

### What does Robert specialize in?

Robert's specialties include retirement planning.

### Is Robert Russell registered with the SEC?

Yes. Robert Russell is registered as an investment adviser representative in CA (CRD 5177880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Qmulate Capital manage?

Qmulate Capital reports $6M across 31 accounts in assets under management.

### How do I contact Robert Russell?

Through Robert's website, qmulatecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5177880): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://qmulatecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.