Robin Faulkner-Harrison
Robin Faulkner-Harrison is a CFP-designated registered investment advisor at Wood Wealth Group, LLC, based in Rock Springs, WY, with 7 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $36M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
404 N Street, Suite 304, Rock Springs, WY, 82901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robin is an insurance agent since August 2021, selling life insurance, disability insurance, fixed annuities, variable annuities, long-term care insurance, and property & casualty insurance. She dedicates minimal time to this activity and also works with Wood Wealth Group, LLC and East Coast Insurance Providers, LLC as an insurance broker.
Employment History
Current Registrations
Wood Wealth Group, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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.