Wesley McNeillie
Robinson Smith Wealth Advisors, LLC · South Portland, Maine
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.
- $445M
- Firm assets managed
- $493,000
- Firm's average account
- 2019
- First securities exam
How does Wesley's firm compare?
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Robinson Smith Wealth Advisors, LLC's average account is about $493,000, from its Form ADV (assets managed divided by 903 accounts).
Questions about Wesley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Robinson Smith Wealth Advisors, LLC |
|---|---|
| Based in | South Portland, Maine |
| Fee model | Ongoing planning fee |
| Assets under management | $444.9M across 903 accounts |
| Credentials | CFP · Other · CIMA |
| SEC registration | Investment adviser representative in ME · CRD 6569011 |
| Exams passed | Series 65 (2019) · Series 66 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | robinsonsmithwealth.com |
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Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Robinson Smith Wealth Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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