Robin Giles
Apex Wealth Management · Katy, Texas
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.
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Specialties
Facts
| Firm | Apex Wealth Management |
|---|---|
| Based in | Katy, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.2M across 116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5349722 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.apexwm.com |
How Robin's firm compares
- Apex Wealth Management's average account is about $252,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Robin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Katy
Other advisors in Texas 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
- Apex Wealth Management 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.
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