Craig Robson
Craig Robson is a CFP-designated registered investment advisor at Regent Peak Wealth Advisors, LLC, based in Atlanta, GA, with 31 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 205 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regent Peak Wealth Advisors charges a percentage of the assets they manage for you. The annual fee schedule is tiered, meaning the percentage decreases as the amount of assets increases. The fee is calculated monthly, in advance, based on the market value of your assets on the last business day of the previous month. The management fee is negotiable at Regent Peak's discretion.
Location
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business ActivitiesSells Insurance
Craig is involved in several outside business activities. He works full-time at Regent Peak Wealth Advisors, spends a few hours per week as an insurance agent at PKSF, and dedicates minimal time to Eaglebrook Advisors, Ceto, and the Cobb County Chamber of Commerce.
Employment History
Current Registrations
Regent Peak Wealth Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.