Robinson Smith Wealth Advisors, LLC
South Portland, Maine
Robinson Smith Wealth Advisors, LLC at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 5 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 228 individual clients, 141 of them high net worth.
- Its average account is about $493,000 (assets it manages divided by its 903 accounts).
Facts
| Based in | South Portland, Maine |
|---|---|
| Website | robinsonsmithwealth.com |
| [email protected] | |
| Phone | (207) 874-9840 |
Questions about Robinson Smith Wealth Advisors, LLC
How is Robinson Smith Wealth Advisors, LLC paid?
Robinson Smith Wealth Advisors, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Robinson Smith Wealth Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Robinson Smith Wealth Advisors, LLC, and 5 hold the CFP.
What is the average account at Robinson Smith Wealth Advisors, LLC?
Robinson Smith Wealth Advisors, LLC's average account is about $493,000. That's the assets on its Form ADV divided by its 903 accounts.
Robinson Smith Wealth Advisors, LLC fees
Robinson Smith Wealth Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $445 million |
| Individual clients | 87 |
| High-net-worth clients | 141 |
| Accounts managed | 903 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-63290) |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 123098 |
Advisors at this firm (5)
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