# Wesley McNeillie

> Wesley McNeillie is a fee-only financial advisor at Robinson Smith Wealth Advisors, LLC in South Portland, Maine, who holds the CFP, Other and CIMA credentials. Wesley charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/wesley-mcneillie/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Robinson Smith Wealth Advisors, LLC
- **Based in:** South Portland, Maine
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $444.9M across 903 accounts
- **Credentials:** CFP, Other, CIMA
- **CRD:** 6569011 (https://adviserinfo.sec.gov/individual/summary/6569011)
- **SEC registration:** Investment adviser representative in ME
- **Exams passed:** Series 65 (2019), Series 66 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://robinsonsmithwealth.com

## Frequently asked questions

### Is Wesley McNeillie a fee-only financial advisor?

Yes. Wesley McNeillie is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Wesley's firm.

### How does Wesley McNeillie charge for financial advice?

Wesley McNeillie charges an ongoing planning fee.

### Where is Wesley McNeillie based?

Wesley McNeillie is based in South Portland, Maine.

### What credentials does Wesley McNeillie hold?

Wesley McNeillie holds the CFP, Other and CIMA credentials.

### Is Wesley McNeillie registered with the SEC?

Yes. Wesley McNeillie is registered as an investment adviser representative in ME (CRD 6569011), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Robinson Smith Wealth Advisors, LLC manage?

Robinson Smith Wealth Advisors, LLC reports $444.9M across 903 accounts in assets under management.

### How do I contact Wesley McNeillie?

Through Wesley McNeillie's website, robinsonsmithwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38337): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.robinsonsmithwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.