A complete list of active advisors currently associated with Lee R. Robinson & Associates

Warmer can help you find a great advisor at Lee R. Robinson & Associates or one who fits your needs even better.

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.

To learn more about the advisors currently working at Lee R. Robinson & Associates, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lee Robinson	Stockton, CA	8

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