# Walter Robertson

> Walter Robertson is a fee-only financial advisor at Brockenbrough in Richmond, Virginia. Walter focuses on estate & legacy planning, tax planning and family wealth transfer. Brockenbrough reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Brockenbrough
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $5.49B across 568 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 4443678 (https://adviserinfo.sec.gov/individual/summary/4443678)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2004), Series 66 (2017)
- **Firm size:** 31 employees
- **Disclosures:** None reported
- **Website:** http://thebespokestrategies.com

## Frequently asked questions

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

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

### How does Walter charge for financial advice?

Walter's firm, Brockenbrough, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Walter Robertson based?

Walter Robertson is based in Richmond, Virginia.

### What does Walter specialize in?

Walter's specialties include estate & legacy planning, tax planning and family wealth transfer.

### Is Walter Robertson registered with the SEC?

Yes. Walter Robertson is registered as an investment adviser representative in VA (CRD 4443678), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Brockenbrough manage?

Brockenbrough reports $5.49B across 568 accounts in assets under management.

### How do I contact Walter Robertson?

Through Walter's website, thebespokestrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4443678): 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.brockenbroughinc.com/ocio): 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.