Russell Robertson
ATI Wealth Partners · New Castle, New Hampshire
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.
Request an introduction to Russell →
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 |
| Assets under management | $29.8M across 122 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, IL, MA, ME, NH, TN, TX · CRD 5889672 |
| Exams passed | Series 63 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.atiwealthpartners.com |
| Profile |
How Russell's firm compares
- ATI Wealth Partners's average account is about $244,000, from its Form ADV (assets managed divided by 122 accounts).
Request an introduction to Russell
Tell Russell a little about what you're looking for. Russell 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 Russell
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- ATI Wealth Partners 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.