Robbins Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$3,000/yr

“This equates to an annual fee of $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Robbins Wealth Management’s fees compare

• Its annual fee of $3,000 is below the Pennsylvania median of $6,000. 32% of the 74 other Pennsylvania planners that publish an annual fee charge less.

About Robbins Wealth Management

• Firm size: 3 employees.
• Registered as an adviser: 1991 (35 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$300,000 in assets (stated in brochure)

Clients

139

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$241,654,345

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106088

Website

investrwm.com (opens in new tab)

Phone

(814) 838-4185

Can advise clients in 7 states: Florida, Georgia, New York, Ohio, Pennsylvania, South Carolina, Texas

Other planners in Erie that publish fees

• Evident FinancialErie$125⁠-⁠$250, $2,500/yr
• Haverford Wealth Management, LLCErie$250/hr, $2,500⁠-⁠$7,500
• I.m.s. Wealth Management, LLCErie$125/hr, $250⁠-⁠$1,500
• One-Up FinancialErie$250⁠-⁠$750
• Provident Wealth Management IncErie$300⁠-⁠$500/hr

Compare all 8 planners in Erie