Lee R. Robinson & Associates fees and pricing
Financial planner in Stockton, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Lee R. Robinson & Associates charges a flat or project fee of $1,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$25,000
“Planning fees range between $1,000 and $25,000 based upon the variables noted above.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lee R. Robinson & Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Additional payments are due quarterly in arrears until the financial planning payment has been made in full.”
- “All fees are negotiable at our sole discretion.”
- “Your account will be charged a fee on an annual basis in arrears as specified in the investment management agreement you sign with us.”
How Lee R. Robinson & Associates’ fees compare
- Its flat or project fee of $1,000-$25,000 spans the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
About Lee R. Robinson & Associates
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1987 (39 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.25% a year
- Clients
- 21
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136458
- Phone
- (209) 472-3727
Other planners in Stockton that publish fees
- Attentive Investments, LLCStockton$102/hr
- Findec Wealth Services, Inc.Stockton$1,500-$5,000
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.