# Robin Giles

> Robin Giles is a fee-only financial advisor at Apex Wealth Management in Katy, Texas, who holds the CFP credential. Robin focuses on retirement planning. Apex Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Apex Wealth Management
- **Based in:** Katy, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $29.2M across 116 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 5349722 (https://adviserinfo.sec.gov/individual/summary/5349722)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.apexwm.com

## Frequently asked questions

### Is Robin Giles a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robin holds no broker registration, and Apex Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robin charge for financial advice?

Robin's firm, Apex Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robin Giles based?

Robin Giles is based in Katy, Texas.

### What does Robin specialize in?

Robin's specialties include retirement planning.

### What credentials does Robin Giles hold?

Robin Giles holds the CFP credential.

### Is Robin Giles registered with the SEC?

Yes. Robin Giles is registered as an investment adviser representative in TX (CRD 5349722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Apex Wealth Management manage?

Apex Wealth Management reports $29.2M across 116 accounts in assets under management.

### How do I contact Robin Giles?

Through Robin's website, www.apexwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5349722): 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 (http://www.apexwm.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.