Robert Russell
Qmulate Capital · Ojai, California
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.
Request an introduction to Robert →
Specialties
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 |
| Assets under management | $6M across 31 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5177880 |
| Exams passed | Series 63 (2013) · Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | qmulatecapital.com |
| Profile |
How Robert's firm compares
- Ongoing planning starts at $1,200 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the California median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $200, below the California median of $300 for fee-only firms that publish prices.
- Qmulate Capital's average account is about $194,000, from its Form ADV (assets managed divided by 31 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
Other advisors in California who focus on retirement planning
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
- Qmulate Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.