Walter Robertson
Brockenbrough · Richmond, Virginia
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.
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Specialties
Facts
| Firm | Brockenbrough |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $5.49B across 568 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4443678 |
| Exams passed | Series 63 (2004) · Series 66 (2017) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | thebespokestrategies.com |
How Walter's firm compares
- Brockenbrough's average account is about $9.7 million, from its Form ADV (assets managed divided by 568 accounts).
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Questions about Walter
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.
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
- Brockenbrough 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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