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Whitney Robinson

Strategic Advisers LLC
15 Years of Experience
Novi, MI
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Whitney Robinson is a registered investment advisor at Strategic Advisers LLC, based in Novi, MI, with 15 years of industry experience. Whitney is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

44244 West 12 Mile Road, Suite 100, Novi, MI, 48377-2616

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2020
Final
Financial
April 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Whitney coaches the boy's varsity basketball team at Notre Dame Prep, dedicating about 10-20% of their time. Whitney is also a sole proprietor selling clothing on eBay, spending minimal time on this activity.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
December 2015 - Present · 10 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
January 2016 - July 2018 · 2 yrs 6 mos
Morgan Stanley
February 2015 - April 2015 · 2 mos
Morgan StanleyBroker
September 2013 - April 2015 · 1 yr 7 mos
MML Investors Services, LLCBroker
March 2011 - September 2013 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
August 2009 - October 2009 · 2 mos
Metlife Securities INC.Broker
September 2008 - November 2008 · 2 mos
Edward Jones
July 2008 - August 2008 · 1 mo
Edward JonesBroker
May 2008 - August 2008 · 3 mos
State Registrations25 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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