Robinson Wealth and Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Robinson Wealth and Financial Planning provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities. The firm manages roughly $303,000 in discretionary assets across seven client accounts and documents client objectives and risk tolerances in an Investment Policy Statement for each client.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods and employs both long‑ and short‑term trading strategies. The adviser typically seeks discretionary trading authority and limits recommendations to mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), annuities and non‑U.S. securities, with financial plans generally delivered as a one‑time engagement unless additional services are agreed.
Distinctive features include an affiliation with the insurance industry: a firm member is a licensed insurance agent and the firm offers insurance products (including annuities), with disclosed procedures to document and manage the resulting conflicts of interest. The brochure also notes that clients are required to use a specific custodian (Altruist), the firm does not aggregate block trades for multiple clients, and the firm was formed recently (2025), factors that may affect execution and operational scale relative to peers.
Client services
Expertise
Fee options
Fixed financial planning fees negotiated between $250 and $10,000.
$0 - $50,000: 1.35% $50,001 - $100,000: 1.3% $100,001 - $300,000: 1.25% $300,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: .75% $3,000,001+: .70%
Main office
Hobbs NM
Advisors at this office
1
Most active in
New Mexico · Texas
Also doing business as
Robinson Wealth And Financial Planning · Robinson Wealth And Financial Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Forms ADV
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”)