Robinswood Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 6 employees and 488 individual clients, 128 of them high net worth.
- Its average account is about $323,000 (assets it manages divided by its 1,404 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Kirkland, Washington |
|---|---|
| Website | robinswood.com |
| [email protected] | |
| Phone | (425) 296-1611 |
Questions about Robinswood Financial
How is Robinswood Financial paid?
Robinswood Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Robinswood Financial have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Robinswood Financial, and 1 hold the CFP.
What is the average account at Robinswood Financial?
Robinswood Financial's average account is about $323,000. That's the assets on its Form ADV divided by its 1,404 accounts.
Robinswood Financial fees
Robinswood Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $453 million |
| Individual clients | 360 |
| High-net-worth clients | 128 |
| Accounts managed | 1,404 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-68234) |
| Financial planning | Offered |
| Form ADV filed | July 28, 2026 |
| SEC record | CRD 143417 |