Kristina Robinson
Kristina Robinson is a registered investment advisor at Robinson Wealth and Financial Planning, based in Hobbs, NM, with 1 years of industry experience. Kristina 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, Insurance Planning, and 3 more. Their firm serves 7 clients with $300K 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 $50K | 1.35% |
| $50K - $100K | 1.30% |
| $100K - $300K | 1.25% |
| $300K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Hobbs, NM
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
Kristina is a licensed insurance agent.
Employment History
Current Registrations
Robinson Wealth and Financial Planning
Previous Registrations
PFS Investments 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.