Tracey Daigle
Robinson Smith Wealth Advisors · South Portland, Maine
Tracey Daigle is a fee-only financial advisor at Robinson Smith Wealth Advisors in South Portland, Maine, who holds the CFP credential. Robinson Smith Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Robinson Smith Wealth Advisors |
|---|---|
| Based in | South Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $444.9M across 903 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 6706521 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.robinsonsmithwealth.com |
How Tracey's firm compares
- Robinson Smith Wealth Advisors's average account is about $493,000, from its Form ADV (assets managed divided by 903 accounts).
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Questions about Tracey
Is Tracey Daigle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracey holds no broker registration, and Robinson Smith Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracey charge for financial advice?
Tracey's firm, Robinson Smith Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tracey Daigle based?
Tracey Daigle is based in South Portland, Maine.
What credentials does Tracey Daigle hold?
Tracey Daigle holds the CFP credential.
Is Tracey Daigle registered with the SEC?
Yes. Tracey Daigle is registered as an investment adviser representative in ME (CRD 6706521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Robinson Smith Wealth Advisors manage?
Robinson Smith Wealth Advisors reports $444.9M across 903 accounts in assets under management.
How do I contact Tracey Daigle?
Through Tracey's website, www.robinsonsmithwealth.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
- 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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