Robin Lee Wealth Management fees and pricing

Financial planner in Irvine, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 10, 2026, Robin Lee Wealth Management charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Our fees are disclosed in the client agreement and may be one or more of the following: ● Assets Under Management (AUM) Fee: [1.00% annually], calculated on the account’s periodend value and billed quarterly in arrears. ● Flat-Fee Financial Plan: [$750 – $2,500] depending on complexity; 50% at engagement, balance…”

Payment and refund terms, quoted from the fee section of the brochure.

“If any portion of a fixed or pre-paid fee is unearned at termination, we refund the pro-rata unearned amount within 30 days.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
2 of the 30 other planners in Irvine that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338696
Phone: (984) 777-0624

Is something on this page wrong or out of date?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.