Lee R. Robinson & Associates
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a sole‑practitioner independent adviser that works with individual and retirement‑plan clients, delivering comprehensive financial planning and managed-account services. Its planning scope explicitly includes investment analysis, estate and tax planning, retirement income and transfer planning, and assisted‑living planning alongside portfolio recommendations.
Investment management is provided primarily on a non‑discretionary basis, meaning the adviser makes recommendations but clients give prior approval for transactions — a practice that is uncommon among peer independent firms. The firm applies Modern Portfolio Theory to construct portfolios of stocks, bonds, mutual funds and ETFs and periodically “reoptimizes” allocations to keep accounts aligned with client objectives and risk tolerances.
Distinctive aspects include the practice’s small scale and long tenure as a single‑advisor operation managing a limited number of client relationships, and the adviser’s CFP credential. The brochure also discloses a recommended custodian relationship through which the firm receives certain economic benefits, a potential conflict the firm says it manages and discloses to clients.
Client services
Expertise
Fee options
$0 - $500,000: 2.25% $500,001 - $2,000,000: 1.75% $2,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%
Fee-only: Financial planning fees range from $1,000 to $25,000, negotiable and based on complexity and time.
Main office
5250 Claremont Avenue, Suite 218
Stockton CA 95207
Advisors at this office
1
Most active in
California
Also doing business as
Lee R. Robinson & Associates · Lee Robinson And Associates · Robinson, Lee Robert
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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