Brian Robinson
Brian Robinson is a CFP-designated registered investment advisor at Sharpepoint, LLC, based in Phoenix, AZ, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 491 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.20% |
Fee Estimator
Location
5090 N. 40th Street, Suite 200, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Brian is involved in several business activities, including Robinson Financial Advisors LLC for tax/investment purposes, PV Sports (an internet-based sporting equipment retailer), SharpePoint Private Client Group, and SharpePoint Insurance Group. He dedicates minimal time to Robinson Financial Advisors LLC and PV Sports, full-time to SharpePoint Private Client Group, and a few hours per week to SharpePoint Insurance Group.
Employment History
Current Registrations
Sharpepoint, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations2 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.