Robinson Wealth and Financial Planning provides ongoing portfolio management and financial planning services to individuals, high-net-worth individuals, corporations, and business entities. The firm builds customized portfolios using mutual funds, exchange-traded funds, fixed income securities, equities, insurance products, and non-U.S. securities based on each client's specific goals, risk tolerance, and time horizon. Robinson Wealth and Financial Planning creates an individual investment policy statement for every client and manages portfolios with the authority to make trades without asking first. In addition to investment management, the firm offers financial planning covering retirement, taxes, insurance, college savings, and debt management. Robinson Wealth and Financial Planning is legally required to act in your best interest when providing advice on retirement accounts. The firm operates from Hobbs, New Mexico, and was founded in January 2025 by Kristina Angela Robinson and Dustin Paul Robinson.
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% |
Portfolio management fees are generally negotiable.