Robinson Smith Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$441,242,835
Clients
228
Advisors
5
across 2 offices
About
Robinson Smith Wealth Advisors is an independent, fee-only advisory firm that provides investment management, financial planning, consulting, and advisor-selection services to individuals, high‑net‑worth clients, and institutional entities such as charities, corporations, and pension plans. As of December 31, 2025 the firm reported approximately $444.9 million in assets under management, the large majority of which is managed on a discretionary basis for a client base of just over 200 households and entities.
The firm constructs portfolios primarily from mutual funds, ETFs (including target‑date ETFs), closed‑end and interval funds, individual fixed‑income securities, equities, options and structured notes, and it may allocate portions of client assets to Independent Managers. RSWA also incorporates ESG criteria for interested clients, may recommend exchange funds for concentrated stock positions, and since 2022 has the option to recommend investments in a real estate private equity fund as part of its implementation toolkit.
Compared with many peers, RSWA’s client materials call attention to third‑party ratings, a practice that is relatively uncommon among similarly sized team firms. The firm also makes notable use of model portfolios and Independent Managers and combines advisory services with consulting and advisor‑selection capabilities, reflecting a broader set of implementation choices than some typical wealth management teams.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services generally range between $7,500 and $50,000 annually, negotiable
$0 - $1,000,000.00: 1.00% $1,000,000.01 - $2,000,000.00: 0.80% $2,000,000.01 - $5,000,000.00: 0.60% $5,000,000.01+: 0.40%
Account minimum: $1,000,000 Minimum fee: Minimum annual professional services charge of $7,500 (waivable/negotiable) Fee-only: Fee-only investment advisory fees and financial planning services
Main office
See office82 Running Hill Road, Suite 205
South Portland ME 04106
Advisors at this office
4
Offices (2)
Most active in
Alaska · Florida · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
David Preston Robinson D/B/A Robinson Financial Associates · Robinson Financial Associates · Robinson Financial Associates, LLC · Robinson Smith Wealth Advisors, LLC · Robinson, David Preston
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wesley M
CFP®, Series 65, Series 66
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Wesley Mc Neillie is a CFP® professional with seven years of industry experience currently at Robinson Smith Wealth Advisors, LLC. He has previously worked at Leconte Wealth Management, Prudent Street Financial Advisors, UBS, and several other firms. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities with investment management, financial planning, consulting, and advisor-selection services. The firm manages approximately $445 million in assets with a portfolio approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and independent managers, as well as incorporating ESG criteria and alternative investments like real estate private equity.
Donovan I
CFP®, Series 63, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Donovan Ingle is a CFP® with eight years of industry experience. He has worked at Robinson Smith Wealth Advisors, LLC since 2020 and previously held roles at Equitable Advisors, AXA-ADVISORS LLC, and German American Bank. He also has experience at the University of Louisville. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets and employs a diversified investment approach that includes mutual funds, ETFs, fixed income, equities, options, structured notes, and allocations to Independent Managers.
Tracey D
CFP®
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Tracey Daigle is a CFP® professional at Robinson Smith Wealth Advisors, LLC with 10 years of industry experience. She has been with Robinson Smith Wealth Advisors since 2016. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets using diversified portfolios that include mutual funds, ETFs, fixed-income securities, equities, and alternative investments, with options for ESG criteria and real estate private equity funds.
Gerrit P
CFP®, Series 65
South Portland, ME
Robinson Smith Wealth Advisors, LLC
Gerrit Petersons is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Robinson Smith Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Marble Trail Advisors, Broad Cove Capital, Cribstone Capital Management, and ADP. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm manages approximately $445 million in assets, primarily using a diversified portfolio construction approach that includes mutual funds, ETFs, individual securities, and incorporates ESG criteria and third-party ratings.
David S
CFP®, Series 63, Series 65
Portsmouth, NH
Robinson Smith Wealth Advisors, LLC
David Smith is a CFP® professional with 21 years of industry experience. He has been with Robinson Smith Wealth Advisors, LLC since 2013, where he is part of a five-advisor team based in Portsmouth, NH. Robinson Smith Wealth Advisors is an independent, fee-only firm serving individuals, high-net-worth clients, and institutional entities. The firm offers investment management, financial planning, consulting, and advisor-selection services, managing approximately $445 million in assets with a broad implementation approach that includes model portfolios, Independent Managers, and ESG criteria for interested clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)