# Russell Robertson

> Russell Robertson is a fee-only financial advisor at ATI Wealth Partners in New Castle, New Hampshire, who holds the CFP credential. ATI Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** ATI Wealth Partners
- **Based in:** New Castle, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $29.8M across 122 accounts
- **Credentials:** CFP
- **CRD:** 5889672 (https://adviserinfo.sec.gov/individual/summary/5889672)
- **SEC registration:** Investment adviser representative in GA, IL, MA, ME, NH, TN, TX
- **Exams passed:** Series 63 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.atiwealthpartners.com

## Frequently asked questions

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

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

### How does Russell charge for financial advice?

Russell's firm, ATI Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Russell Robertson based?

Russell Robertson is based in New Castle, New Hampshire.

### What credentials does Russell Robertson hold?

Russell Robertson holds the CFP credential.

### Is Russell Robertson registered with the SEC?

Yes. Russell Robertson is registered as an investment adviser representative in GA, IL, MA, ME, NH, TN and TX (CRD 5889672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ATI Wealth Partners manage?

ATI Wealth Partners reports $29.8M across 122 accounts in assets under management.

### How do I contact Russell Robertson?

Through Russell's website, www.atiwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5889672): 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://www.atiwealthpartners.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.