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Joshua James Robinson

Advisor at West Ridge Advisors — Gilbert, AZ

Updated today

Credentials

CFP®, Series 65

Experience

4 years

Location

Gilbert, AZ 85296

West Ridge Advisors logo

West Ridge Advisors

Team

Total advisors

11

Across 5 offices

Clients per advisor

33 Low

Avg AUM per client

$513,880 Low

HNW client ratio

15% Low

About

Joshua Robinson is a CFP® and Series 65-registered advisor with West Ridge Advisors, where he has worked since 2021. He has four years of industry experience, including prior roles at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and offers personalized direct indexing strategies through a sub-advisory arrangement with Vanguard.

Client services

Based on West Ridge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on West Ridge Advisors

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Divorce financial planning

Occupation focus

Based on West Ridge Advisors

Founder/Business Owner Retired Executive

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Fee options

Fixed

Financial planning fixed fees range from $500 to $3,000 depending on complexity.

Percentage

$0 - $499,999: 1.50% (150 basis points) annually $500,000 - $999,999: 1.25% (125 basis points) annually $1,000,000 - $9,999,999: 1.00% (100 basis points) annually $10,000,000 - $19,999,999: 0.75% (75 basis points) annually $20,000,000+: Custom Pricing

Commissions

Commissions or overrides may be paid to insurance agents for insurance products purchased by clients; West Ridge Insurance is an affiliate.

Project-based

$200 per hour billed in 15-minute increments; $150 per hour max for Utah clients.

Other

Account minimum: $250,000 Fee-only: Portfolio management fees based on asset tiers as above; no commissions or markups on securities transactions.

Location

See office

Gilbert, AZ

1425 S Higley Rd # 106

Gilbert AZ 85296

Advisors at this office

3

Most active in

Arizona

Work history

4 years of industry experience

West Ridge Advisors

2021 - Present • 5 years

Gilbert, AZ

Ace Workforce Technologies

2018 - 2021 • 3 years

Chandler, AZ

Findlay Middle School

2016 - 2018 • 2 years

North Las Vegas, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ekenna A

CFP®, AAMS®, AIF®, Series 66, Series 63

Scottsdale, AZ

Pacific Canyon Investments

Hi, I’m Ekenna Anya-Gafu, CFP, AAMS, AIF and the founder of Pacific Canyon Investments. I started this firm because growing up, I saw too many people make the wrong financial decisions, not because they didn’t care, but because no one ever showed them how. I decided to change that. After years in the industry helping build a firm from $200K to over $483M in assets, I launched PCI to bring honest, strategic, and empowering financial guidance to people from all walks of life. Whether you’re managing an IPO, a new or experienced healthcare worker, or want a better plan, I’m here to help.

Concentrated stock management General retirement planning Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Inherited wealth Doctor or Medical Professional Technology Professional Founder/Business Owner Self-Employed African Americans/Black Minorities HENRY (High Earners, Not Rich Yet) Established Professionals Behavioral coaching / decision support
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Don L

CFP®, Series 63, Series 66, Series 65

Mesa, AZ

Larson Wealth Management, LLC

Don Larson is a CFP® with 20 years of experience in the financial advisory industry and has operated Larson Wealth Management, LLC since 2011. He holds Series 63, 65, and 66 licenses and also manages Larson Business & Tax Solutions, providing bookkeeping and tax preparation services. Additionally, Larson serves as secretary and treasurer for AEM International (US) Ltd. Larson Wealth Management offers investment supervisory and consulting services to individual and institutional clients, including high-net-worth individuals, family offices, and employee benefit plans. The firm employs customized strategic asset allocation with a combination of fundamental and technical analysis, managing portfolios primarily through mutual funds and ETFs across multiple asset classes.

Business succession planning Cash flow / budgeting Debt management Life insurance needs analysis Founder/Business Owner Retired Executive
user avatar

Nicholas L

CFP®, Series 65

Gilbert, AZ

Kingdom Wealth Advisers

Nicholas Lombardozzi is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Kingdom Wealth Advisers in Gilbert, AZ. His prior experience includes roles at Creative Planning, Keystone Wealth Partners, Edelman Financial Engines, Edelman Financial Services, and Barrows Sollenberger Group. Kingdom Wealth Advisers provides portfolio management and planning services primarily for individual and high-net-worth clients, as well as retirement plan accounts. The firm employs a Modern Portfolio Theory-based approach favoring passive, long-term strategies and offers fiduciary advice to retirement and IRA accounts with documented client risk tolerance and investment policies.

Passive / index investing Real estate investing Annuities
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Addison T

CFP®, Series 66

Gilbert, AZ

Build Wealth Partners

Addison Taylor is a CFP® with four years of industry experience, currently serving as the sole advisor at Build Wealth Partners in Gilbert, AZ. Previously, Addison worked at Vanguard and has held various roles in business and community organizations, including a position at Tempe Community Action Agency Inc and involvement with Caldwell County BBQ LLC. Build Wealth Partners provides integrated wealth management and business consulting to individuals, high-net-worth clients, and businesses. The firm offers comprehensive financial planning and investment management, employing a combination of passive and active investment vehicles guided by modern portfolio principles.

Business exit / sale strategy Business succession planning Business Financial Management Founder/Business Owner
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David I

Series 66

Chandler, AZ

Vibrant Wealth

David Ingle is a financial advisor at Vibrant Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked at Barrett Financial LLC and Vibrant Wealth Advisors LLC. Outside of his advisory role, he is also an independent insurance agent, dedicating a significant portion of his time to this activity. Vibrant Wealth is an independent advisory firm offering discretionary asset management, financial planning, and a subscription-based financial coaching platform. The firm serves individuals, small businesses, trusts, estates, pooled vehicles, and charities, tailoring its investment approach to client objectives through fundamental and technical analysis, asset allocation, and risk management.

General tax planning General estate planning guidance Cash flow / budgeting
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David M

CFP®, Series 63

Scottsdale, AZ

Musser Financial Planning, LLC

David Musser is a CFP® with 17 years of industry experience and the principal advisor at Musser Financial Planning, LLC since 2018. He previously worked at Financial Engines from 2016 to 2018. Musser is also a licensed insurance agent and occasionally offers commissionable insurance products to clients. Musser Financial Planning, LLC advises individual and high-net-worth clients on investment management and comprehensive financial planning, including taxes, retirement, insurance, education, and estate reviews. The firm employs long-term trading, fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios and incorporates both asset-based and fixed or hourly planning fee structures.

Annuities Life insurance needs analysis Disability insurance Long-term care insurance
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